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iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for the client that includes premium pricing and options.
This version of the software uses Zurich Financial Services Australia's policies and pricing.
The data can be submitted to Zurich's online quoting system, sent to Xplan or emailed to the nominated email address.
What's New in Version 2.5.4
- updated server settings.