{"id":10580,"date":"2011-05-25T09:51:50","date_gmt":"2011-05-24T23:51:50","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=10580"},"modified":"2021-04-15T10:16:17","modified_gmt":"2021-04-15T00:16:17","slug":"new-adviserclient-interactive-tool","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2011\/05\/25\/new-adviserclient-interactive-tool\/","title":{"rendered":"New Adviser\/Client Interactive Tool"},"content":{"rendered":"<p>A New South Wales adviser is launching\u00a0an interactive application that aims to help advisers\u00a0enhance\u00a0the client interview and advice process.<\/p>\n<p><!--more-->Called <a href=\"http:\/\/zambzee.com\/home\/?page_id=337\" target=\"_blank\" rel=\"noopener\">iRisk Advisor<\/a>, the service is an &#8216;app&#8217; designed for use on Apple iPads.\u00a0 The package includes interactive, &#8216;client friendly&#8217; fact find and\u00a0needs analysis software that flows through to insurance product quotations and online submission of the chosen solution.\u00a0 The package also includes information for consumers about\u00a0various insurance solutions and when they may be needed.<\/p>\n<p>According to iRisk Advisor&#8217;s creator, <strong>David Clark<\/strong>, the new &#8216;app&#8217; service offers advisers the opportunity to speed up the entire adviser\/client process, leading in turn to greater efficiencies and productivity.<\/p>\n<p>As well as providing a streamlined advice process, Mr Clark, Principal of Sydney firm <a href=\"http:\/\/clarkpac.com.au\/home\/\" target=\"_blank\" rel=\"noopener\">Clark Pacific Financial Services<\/a>, said the process enables the client to immediately establish areas where they need to consider new insurance solutions or to increase\u00a0existing cover.\u00a0 He said this package provides an opportunity\u00a0for\u00a0the adviser\/client conversation about personal insurance to change from the client needing to be\u00a0&#8216;sold&#8217;\u00a0a solution to a situation where the client can instantaneously determine the areas where they need financial protection and the areas they will elect to self-insure.<\/p>\n<p>In being presented via\u00a0iPad tablets, Mr Clark added this allows an easier client interaction, rather than advisers having to rely on lap top or desk top computers to deliver the process.<\/p>\n<p>Mr Clark also said the package can be tailored to present client outcomes which reflect an adviser&#8217;s own philosophy about the appropriateness of various insurance solutions.\u00a0 For example, in cases where advisers may differ on how trauma insurance\u00a0should be included alongside other lump sum covers,\u00a0iRisk Advisor\u00a0will allow different outcomes from the same information\u00a0to accommodate a solution the adviser believes will best serve his\/her client.<\/p>\n<p>Distribution of the iRisk Advisor service will be made via\u00a0life companies.\u00a0 Mr Clark and his team are presently finalising arrangements with a number of insurers prior to making the service available in the near future.<\/p>\n<p><a href=\"http:\/\/zambzee.com\/home\/?page_id=337\" target=\"_blank\" rel=\"noopener\">Click here<\/a>\u00a0to access further initial information about iRisk Advisor.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A New South Wales adviser is launching\u00a0an interactive application that aims to help advisers\u00a0enhance\u00a0the client interview and advice process.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,7],"tags":[],"class_list":["post-10580","post","type-post","status-publish","format-standard","category-general","category-technology"],"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/10580","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=10580"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/10580\/revisions"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=10580"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=10580"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=10580"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}