The New CIExpert: taking precision to the next level
Overview of how the CIExpert upgrade works under the bonnet followed by a quick demo.
Creating an assessment for a new client
This video tutorial shows you an example of how to complete an assessment for a new client with no existing cover in place, using the CIExpert personalised predictive analysis system.
Creating an assessment for replacing existing cover
This video tutorial shows you an example of how to complete an assessment for an existing client who is looking to replace their cover, using the CIExpert personalised predictive analysis system.
A walk through guide on how to use the Client Details page in CIExpert.
A walk through guide on how to use the Policy Select page in CIExpert.
A walk through guide on how to use the Policy Select page in CIExpert.
A walk through guide on how to use the Preferential Conditions page in CIExpert.
Interpreting CIExpert’s Interactive Reports
This video tutorial shows you an example of an interactive PDF report generated in CIExpert at the end of an assessment and explains how to to use the interactive elements and interpret the information provided.