Conquest enables financial planners to efficiently add, manage, and track insurance products to protect clients and their families.
Navigating to the Insurance page
Insurance policies are readily accessible from the client overview page:
How to Add Insurance in Conquest
- Navigate to the Insurance page in the Client Overview page:
To proceed, please follow the outlined steps above to access the insurance page. Conquest allows you to choose from a variety of insurance types, including:- Life Insurance (e.g., Term Life, Whole Life, Universal Life)
- Disability Insurance
- Critical Illness Insurance
- Health Insurance (e.g., supplementary health plans, dental coverage)
- Long-Term Care Insurance
- Choose the relevant insurance type based on the client’s needs.
- After selecting the type of insurance, you’ll be prompted to enter the details of the policy. These typically include:
- Policyholder(s): Who the policy covers (e.g., individual, joint, or family).
- Coverage Amount: The amount of coverage provided by the policy (e.g., death benefit for life insurance, coverage limit for health insurance).
- Premiums: The amount to be paid periodically (monthly, quarterly, annually) to maintain the policy.
- Start and End Dates: The policy effective dates (start and end of coverage).
- Policy Type: For life insurance, you may also specify whether it is term life, whole life, etc.
- Beneficiaries: Who will receive the benefits (in case of life insurance or disability).
- Enter Additional Information:
Depending on the policy type, you may also need to enter other relevant details, such as the policy's cash value, riders (additional coverages), or the insurance company.
5. Save the Policy:
Once all the relevant information has been entered, click Save to add the policy to the client’s financial plan. The policy will now be available for review and adjustments within the Insurance section.