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Admin Setup: Getting Started with the P&C Insurance Review Tool

This guide outlines how firm admins can enable and configure the P&C Insurance feature within their firms.

This article is for administrative setup for firm admins only. Advisors can refer to Using the Insurance Review Tool (Advisor Guide) for client-facing workflows. (Here) 

Step 1: Enable the Insurance Risk Management Feature

To activate the feature:

  1. Navigate to Settings > Tools and Resources

  2. Select the P&C Insurance tab

Once enabled, advisors in the firm will be able to access the insurance review tool within the client household screen.

Step 2: Set The Firm’s Insurance Parameters

Under the Features & Tools section in the Insurance tab, configure the thresholds and preferences that apply across the firm’s insurance evaluations.



Learn more about setting insurance parameters in this article: Insurance Parameters Setup Guide.

Step 3: Confirm the correct permissions are enabled for your firm

Some of these are turned on by default to help you get the maximum benefit from our P&C report and workflow. 



Step 4: Confirm Advisor Access in a Client Household

After setup is complete:

  1. Advisors can navigate to any client household.
  2. From the left-hand navigation panel, select the P&C Insurance dropdown.
  3. The P&C Insurance feature will now be available for advisor use.

Next Steps

Once the setup is complete, advisors are ready to begin using the tool in client meetings or reviews by going to a client's Household screen.

Recommend advisors read:  Insurance Risk Management - Home, Auto and Umbrella