Product Update: Adding Property and Casualty Financials to an Asset-Map

Product updates

Asset-Map users can now apply Property & Casualty financial tiles to an Asset-Map to help you engage clients in important insurance-related conversations and enable you to better assess a client’s overall financial fitness. You can also include the new P&C financial tiles in your Comprehensive Report as an impactful financial deliverable for your clients to review.

To display the P&C financial tiles in Asset-Map, use the switch on the side slide-out menu. Use Add Insurance to apply a P&C tile.

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Conversations around Property & Casualty insurance are crucial conversations advisors should have with your client. What assets are covered? Is it enough? Are you concerned about liabilities? What's the plan?

Click here to learn more about:

  • How to add a Property and Casualty Insurance Financial

  • P&C Financials Display Option (choose to display or hide them)

  • P&C Policy Summary (Reports tab)

TJ Hill