This article provides more detailed descriptions of each Insurance item available within the Snapshot module. This module is accessed via the Dashboard > Snapshot tab:
Client's Life Insurance Analysis
This item displays the client's Life Insurance Analysis chart, from the Insurance > Life Insurance tab. This chart will show the Protection Need if the client were to pass away next year, in addition to any current or proposed coverage. Hovering over the tile and clicking the 'Open Item' button will launch you into the Insurance > Life Insurance tab.
Co-Client's Life Insurance Analysis
This item displays the co-client's Life Insurance Analysis chart, from the Insurance > Life Insurance tab. This chart will show the Protection Need if the co-client were to pass away next year, in addition to any current or proposed coverage. Hovering over the tile and clicking the 'Open Item' button will launch you into the Insurance > Life Insurance tab.
