This video provides a practical walkthrough of how to compare CI policies in Protection Guru Pro, from setting up the analysis to generating a detailed, compliance-grade report. You will learn:
- How to configure a CI comparison including cover type, term, sum assured, and client details such as children
- How to filter results by budget, product type, and whether children’s cover is included
- How to use quality scores alongside premiums to identify the best-value recommendation
- How the detailed CI report presents condition-by-condition cover breakdowns, including partial payouts and exclusions
- How the report — built on analysis by an independent panel of Harley Street doctors — provides a robust compliance record in the event of a claim dispute
