Drive up your client lifetime value with automated reviews
Create interactive, fully-integrated advice reviews or ROAs out of the box that engage and educate your clients.
Zero implementation for standard Xplan sites.*
*Custom Xplan setups and integration with other systems require implementation.
Get going now with our
Ready Review™ content module
And get all these interactive slides and features out of the box:
Quiz them to ensure—and log—their understanding
Check if they understand the insurance types, show educational videos if they don't, and track all the time spent for compliance.
Highlight what matters most to your clients
Automatically visualise your client’s goals to guide your advice review—with objectives, status and notes all straight out of Xplan.
Add, update, publish and sync non-dynamic slides to everyone instantly
Using PresoManager and your suite of included templates, publish new slides or make company or compliance changes, knowing the next document anyone creates will automatically be up to date.