Trail’s online fact find can be done by you with a client in person on a device, or you can send a link to your client to complete this process from the comfort of their own home.
Quickly ascertain exactly what your clients need as they go through a customisable needs analysis, which powers your cover level calculations.
If you've worked with the client before, their existing information will already be pre-populated, ready for them to review.
Trail will calculate estimated insurance premiums live to ensure your client’s suggested cover fits their budget.
Set your unique statement of advice template up once, and have all of your business's branding and messaging pull through the way you want it every time.
Trail leverages your data, making the process of producing a statement of advice for a new client efficient and simple. Once your template is set, you can produce a statement of advice in just a few clicks.
Provide your clients with professionally branded summaries containing all of their insurance policies.
The review process is a critical part of running an effective advice business. Trail takes the pain out of connecting with your clients at their policy anniversaries.
You’ll be able to automatically view any emails between you and your clients in their Trial profiles.