Product Update: Signals™ Snooze
We’re thrilled to announce the latest update to our Signals feature, a Snooze option.
Once you’ve navigated to a household’s Signals, you now have the ability to use the Snooze or Wake buttons to activate or deactivate one or multiple Signals (Liquidity, Long-Term Disability, Loss of Life, Long-Term Care, Longevity, Legal Liability).
Select the amount of time you wish to Snooze Signals (one month, three months, one year, or indefinitely) and the modified indicator will turn gray to signify that it is no longer active. The indicator will stay snoozed for the selected duration but you can activate, or wake, the indicator at any point. Signals that are snoozed will also be printed out on the Signals Report.
Example Use Cases:
If you’ve already had a conversation regarding a specific Signal indicator, you can then snooze it for future conversations so you can focus on other financial concerns or opportunities.
If a particular Signals indicator type is not relevant to your business or a client’s interests, you can snooze that Signal indefinitely.
Want to learn more about Signals?
Visit our guide to Signals and Signals+, email us at support@asset-map.com, or call us at 888-664-8850.