Property and Casualty Insurance

The Property and Casualty screen lets you track and recommend clients' homeowner, auto, and umbrella insurance policies.

Home

The 'Home' tab lets you review clients' properties and insurance coverage.

You will see all properties owned by the household listed in the chart and any insurance coverage added on the Profile / Net Worth screen and linked to that property. You can use the slider bar in the Action Items to suggest an overall percentage of property value that the client should target:

Once you have updated the slider bar, the system will compare that number to the existing coverage and indicate any amount of additional insurance needed for each property to bring the coverage up to the specified level:

Auto

The Auto tab allows you to review clients' auto insurance policies that have been entered on the Profile / Net Worth screen

You can use the drop-down box in the Action Items section to suggest a course of action for the client:

Umbrella

The Umbrella tab allows you to review and compare clients' net worth to any umbrella insurance they may have purchased and entered on the Profile / Net Worth screen.

You can use the slider bar in the Action Items section to propose additional umbrella insurance coverage: