SMART Insure™ Version 1.1 Update

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SMART Insure™ Version 1.1 Update

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Capital Planning is pleased to announce that SMART Insure™ version 1.1 has just been released with the addition of a brand new retirement planning module in the advanced version.

SMART Insure™ helps you to keep track of your relationships with clients and prospects online so you can easily market to them from any device, at any time from wherever you are. You can add value to your business and services, get your client’s attention, and gain valuable trust. The intuitive software will assist your business in selling income protection and retirement plans, as well as disability, education, emergency, and opportunity funds.

The new retirement planner joins the existing budget and risk planners to form a superior suite of tools that are vital for all insurance and financial advisors.

Full Change Log

Retirement Planner:

  • Planner Menu – View retirement planners for all your clients in one place.
  • Regular Savings Calculation – Simply enter your client’s savings information and see how this will accumulate over time.
  • Capital Sum Calculation – Easily work how much surplus your client will have, or how much they will need to invest at regular intervals in order to produce the capital sum that they require.
  • Regular Income Calculation – Quickly discover how much your client will need to invest to be able to produce an income when they retire.
  • Smart Summary – SMART Insure™ provides you and your clients with easy to understand summaries of the calculations.
  • Quick Client Access – Easily access client information with a number of quick-links.

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Follow Capital Planning on social media to keep updated with new product developments and interesting business guides and articles.

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2017-08-07T14:30:43+00:00