Insurance Advisory

The PFTPro® insurance planning modules collect, organize , analyze and forecast information about existing and potential clients and their families to identify potential risk areas/insurance needs, communicate them to the client in a compelling way, and subsequently guide the advisor through specific proposal generation workflows to create customized, relevant and timely insurance solutions.

Selected functionalities include

  1. Smart client profiling
  2. Insurance needs analysis
  3. Wealth and cash flow projection
  4. Life insurance planning
  5. Health insurance planning
  6. Property insurance planning
  7. Liability insurance planning
  8. Retirement planning
  9. Savings and investments planning
 
  1. Financial Advisory
  2. Wealth Planning
  3. Insurance Advisory
  4. Corporate Advisory
  5. Data Services