Assign Risk Profile to a Client
There are 3 ways of assigning risk profiles to a client.
Option 1
Navigate to Clients à Search for your client à Click on the Pencil Icon at the end to the right à Within the client profile you are able to select your Risk Profile see example below:
Option 2
Navigate to Clients à select the Client Account à Select the Client List widget àUse the slider bar to scroll to the right à Select the Pencil Icon à Within the client profile you are able to select your Risk Profile
Option 3
On certain Report Templates e.g., the Performance Report at Step 2
Select the Client “Assigned risk profile” before the Next button becomes active. When you select the Assigned Risk profile here it will save against the client record for future use.
This option can be made optional if you would prefer, please contact us to arrange this.
Assign Risk Profile to a Policy
There are 3 ways of assigning risk profiles to a policy.
Option 1
Navigate to Policies Tab à Search for your policy à Select the Pencil Icon at the end à Select the Risk Profile
Option 2
Navigate to Clients à select the Client Account à Select the Policies widget àSearch for your Policy à Select the Pencil Icon à Within the Policy profile you are able to select your Risk Profile
Option 3
On certain Report Templates e.g., the Performance Report at Step 5
Select the Policy “Assigned risk profile” before the Next button becomes active. When you select the Assigned Risk profile here it will save against the policy record for future use.
This option can be made optional if you would prefer, please contact us to arrange this.
