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

⚠️ This article is for administrative setup 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 > Security Settings.
2. Under Firm Preferences, locate the Property Casualty toggle.
3. Switch the toggle to ON.
   
   

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

To ensure the tool aligns with a firm’s specific risk assessment standards:

1. Navigate to Settings > Insurance Parameters.
   
   
   
   
   
2. 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 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 P&C Insurance.
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.

Recommend advisors read: Advisor Guide: Using the Insurance Risk Management Tool : Insurance Risk Management - Home, Auto and Umbrella 

Need Help?