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Insurance Analysis Software Guide

The document outlines the steps for using insurance analysis software, starting from the login page where users enter their name. It details the process of selecting an insurance type, entering policy details, and performing gap analysis. Finally, users can download an Excel report of the analysis results.

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leodas1420
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4 views8 pages

Insurance Analysis Software Guide

The document outlines the steps for using insurance analysis software, starting from the login page where users enter their name. It details the process of selecting an insurance type, entering policy details, and performing gap analysis. Finally, users can download an Excel report of the analysis results.

Uploaded by

leodas1420
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

INSURANCE ANALYSIS SOFTWARE

FIRST LOGIN PAGE JUST NEED ENETR OUR NAME AND LOG IN

After clicking the above button a below page will appear


In the above page we can see in insurance analyser section below your policy

There will see different insurance types where we have to select for the
analysis so I’ll take the example of pension plane
After we selecting the pension plane we
THIS IS TAB OPENS WHERE YOU HAVE TO
ENTER THE DETAILS OF THE INSURANCE POLICY

THEN CLICK ON SAVE AND ANALYZE


SO AFTER FILLING THE INSURANCE DETAILS OIN THE TAB WE WILL SEE THE
ANALYSED RESULT ABOVE WE NEED TO CLICK ON INSURANCE CALCULATOR
Here we have to enter all the the financial detail so to calculate the gap
analysis of client’s insurance

After entering pls save it

After click on the gap analysis on the right side


After that page is loaded we have to click on Run Fresh Analysis
Then if we click on download report we will get excel report of the analysis

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