This video provides a walkthrough of running a legacy policy comparison in Protection Guru Pro, using a Royal London plan as the existing policy and benchmarking it against current market alternatives.
In this video we will show you:
- How to set up a replacement policy analysis and select an existing legacy plan to compare
- How to filter results and select products to compare alongside the existing policy
- How the detailed report breaks down the quality scoring between doctor’s analysis and amount paid
- How to identify the conditions a client is most likely to claim on during the policy term
- How to use the condition-by-condition breakdown to build a confident, evidence-based recommendation for replacing a legacy plan
