Use this guide to learn more about navigating through the client policy management section and unique insurance opportunity filters in Propel.
Video Resources
If you prefer to what a video, check out our YouTube training video on client management
Click Here to Access The Training Playlist.
General Navigation
Select the Manage Client icon from the home dashboard to access your client and policy data.
Once on the manage client's page, you have a few options to find a client, a policy or opportunities.
To find a specific client, family, or client within an age range, you can sort or search for these using the headers on the left side of the page.
The headers on the right will support you in finding specific policies, insurance benefit and issue date ranges.
Opportunities can be found on the top right with the case opportunity and urgency filters.
To access the client's profile, select the view icon to the left of their name.
Finding Opportunities
Case Opportunity Filters
The Case Opportunity Filters are the best way to find opportunities in Propel. Here is what each opportunity filter will produce;
Term 10 Conversion: Term 10 policies issued after today's date, 10 years ago in the earliest to latest order.
Term 10 Swap: Term 10 policies issued after today's date, 5 years ago in the earliest to latest order.
Term 20 Conversion: Term 20 policies issued after today's date, 20 years ago in the earliest to latest order.
Overdue Term 10: Term 10 policies issued before today's date, 10 years ago in the latest to earliest order.
Overdue Term 20: Term 20 policies issued before today's date, 20 years ago in the latest to earliest order.
TIP: Propel also offers notifications for these opportunities. To learn more about the notifications, click here.
Policy Urgency
Propel is a built-in functionality to label the urgency of a policy and if you as the advisor need to take action on it. There are 4 urgency options;
Low (Newly issued policies.)
Medium (Policies entering the timeline for when exchanges can be used or to check in and see if their needs have changed.)
High (Policies entering the time range for conversion, such as T-10's from 7-10 years old.)
Urgent (Policies that have passed their designated renewal date and are potentially paying the renewal premium.)
Client Profile
Navigation
The top portion of the client management page features more personal and contact details, as well as a dedicated notes section.
The center portion is where you'll find the cases created for the client, as well as the policies imported to Propel. If you wish to create a new case for that client, click the new case icon as shown below.
Document storage is available on the lower right side of the page. You can back up any client files saved to your computer here.
At the bottom of their profile is where you can see all the market surveys you've saved.
Policy Summary Report
If you wish to show your clients a summary of all their policies, you can do this by selecting the Generate Policy Summary icon on the top right of their profile.
When selected, Propel will generate a white-labeled summary for that client showing their policies on one page.
These can be shared with the client with a unique link, through the share icon on the top right of the page. This will provide you with a notification when the client views the summary report.
TIP: You can add a custom note with the policy details through the note section in the client's profile.
Still Need Help?
Feel free to contact our customer success team! You can speak to the team directly in Propel through the "Ask Us A Question" tab on the right side of the page.
We're also available for meetings. If you want to schedule a one-on-one meeting, please use the link below!
Click Here To Schedule A Meeting