Have a completed fact-find?
Load the filled-in Strategy Fact-Find spreadsheet and the planner fills in everything below, then lists the quotes to run.
Or type in what you learned on the fact-find call. Blank fields count as zero. The planner saves this client automatically by name once you enter it; use Clients to reopen anyone.
Load carrier illustrations
Drop files here or click to choose
Reads iA EVO Excel exports and PDF reports, and RBC disability PDFs. For any other carrier, give the PDF to Claude and load the planner file it returns.
In this preview, saving to PDF is turned off. Use the planner in your portal or on your computer.
Download fact-find spreadsheet
Prefer typing on the call? Use the Strategy Fact-Find spreadsheet (Excel) and load it on Client details.