This video offers a demonstration of how to filter and customise an IP comparison in Protection Guru Pro to move from a large initial product set to a focused, quality-led shortlist that reflects the client’s budget and the adviser’s preferences.
We will show you:
- How to progressively filter out short-term, reviewable, and low-start products to reduce a large results set
- How quality-ordered results challenge the default tendency to focus on the lowest price
- How to apply a budget to surface the best policy within a client’s means, and assess whether a small additional spend is worthwhile
- How to exclude specific providers or product types that aren’t suitable for a given client
