Proposal Branding

Productivity Tip

Branding is very useful for both the client and the broker. Rather than writing to the client about 'Sovereign policy 123456-05', if the policy means mortgage repayment for a particular loan or share transfer cover etc... then if you have branded the policy as such, you can use this in correspondence. Branding is also useful to you when a client has multiple proposals - e.g. Keyperson, Share Transfer, Personal Income etc... Rather than having to open up each policy to a benefit level, you can see the branding in the Business Screen without having to expand anything.

Proposal Branding

1.	When entering the proposal details in the main screen, you can select a generic brand for the application.

2.	If the branding you want is not present, you can have your System Administrator create this for you under Admin / Lookups / Task /Task Type. Please try and be generic with the Branding as you can use this in searches via the Query Builder later on.

Manage Brand Lookups

1.	In version 5.0 you are not able to type an add-hoc brand into the Proposal Brand drop-down, it needs to be added under the Admin/Lookups section, and then chosen from the drop down list.

2.	Go to Admin / Lookups / Life / Brand. Depending on how your site has been set up, you may need to see your database administrator regarding this.

3.	Add or edit the values as required.