Video Guides on Using CIExpert

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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.

Client Details Page

A walk through guide on how to use the Client Details page in CIExpert.

Policy Select Page

A walk through guide on how to use the Policy Select page in CIExpert.

Policy Compare Page

A walk through guide on how to use the Policy Select page in CIExpert.

Preferential Conditions Page

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.

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