How it works for Life Insurance Advisors
Advisor-e combines formal risk management and project feasibility templates to enhance the value of your service offer to business owners. |
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Start by identifying the risks & opportunities facing the business owner |
Collaborate with the business accountant to quantify the financial loss or opportunity using the models found in Advisor-e
Cash Volatility Analysis
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Indicative Business Value Model
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Revenue/Feasibility Scenario Model
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Prepare your client report using the Advisor-e
share transfer & key person models & collaborate
with the business lawyer to document the shareholder's wishes
Business Insurance Values calculation model
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Client Business Insurance report
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Example share transfer deed on offer
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Manage the entire engagement using the automated action plan reminders hosted in Advisor-e |
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Support the business owner and their professional advisors via the Formal Risk Management framework hosted in Advisor-e
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Watch How Advisor-e Works For Life Insurance Advisors...
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Our Advisory Services Software makes it easy for business owners to plan and execute with all their advisors, in one place.
If you’re ready to get more of your team delivering more advisory services, to more of your clients, we’d encourage you to request a demo by completing the form today. |
