When building a report for an integrated client, you can pull details of their plans from iO into the following review sections:
- Review of Your Existing Investments
- Review of Your Existing Pensions
- Review of Your Existing Retirement Income Plans
- Review of Your Existing Protection Plans
And the following recommendation section:
- Mortgage recommendation
To add a plan from iO, click on the add plan button on the Plan Summary page and you’ll be directed to the Plan Summary - Add Plan page in the usual way.
Because the report belongs to an integrated client, you’ll notice an add data from crm button is included at the top of the page.
To import a plan from iO (as opposed to entering the data manually) click add data from crm and a dialog box will open showing all of the client’s plans that can be pulled into that particular review section of Genovo.
The dialog box contains a summary of the following plan information so it’s easy to identify which plan you wish to add:
- iO plan name
- Corresponding Genovo plan name
- Provider name
- Policy number
All iO plans belonging to the client(s) that are relevant to that particular review section will show in the list. However, you will only be able to add plans that can be mapped to a corresponding plan type in Genovo. If a plan cannot be mapped, the add plan hyperlink will be replaced by "n/a". You'll find further information about the different plan types that are available in each review section of the Genovo app here.
To add a plan, click the corresponding add plan hyperlink to the right of the Policy Number field, and the data contained in any integrated fields will be automatically inserted into the add plan page within Genovo. Where 'holdings' (i.e. the underlying funds / investments) have been added to the plan in iO, you’ll notice that a Current Investment Strategy (CIS) is automatically created for you at the bottom of the plan details page within Genovo, and given a name so you can easily identify it.
Having added a plan, you can then edit any integrated fields (should you need to), and complete any non-integrated fields as required.
It is worth highlighting that the integration is currently only one way, so if you do make any changes to the plan data in Genovo this won’t sync back to iO.
On clicking save, you’ll be returned to the Plan Summary page. You’ll notice that a small integration icon (plug) has been included to the left of the plan to indicate that it’s an integrated plan.