Asked 3w ago
Hi, do check out the PolicyPal platform - free digital management platform providing personalised financial review and action plan. From our app, you can manage all your policies and also find out if you have any protection gap at different stages of your life.
Hi there. It is always very very helpful if you have an adviser who can consolidate your policies and recommend areas where you can save money or add on more coverage.
This is exactly what I do for my clients, aside from regular reviews. I cover 9 major insurers as well so there is higher chance I know what the policies from various insurers are about.
You can hit me up here if you like to find out more)
Professionally, I will create a comprehensive insurance portfolio summary for my clients. This is for the purpose of helping them track their insurance policies over time. In addition, this will make our regularly scheduled reviews easier.
More Details: Why Every Client needs an Insurance Policy Summary
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