This video demonstrates how to set up and run a life insurance comparison in Protection Guru Pro, from client creation through to downloading a detailed report that supports a compliance, evidence-based recommendation.
This video will show you:
- How to create a client, select term assurance, and configure the key policy parameters
- How to use the Express route and filter out reviewable, low-start, and optimiser products
- How to compare providers side by side and interpret quality score differentials versus price differences
- How to frame the value conversation with a client using the detailed report
