Insurance Advisory Framework

Advise on insurance by need, not commission

Insurance Advisory Framework
Advise on insurance by need, not commission
ℹ️ About this tool

Builds a needs-based insurance advisory framework for a client — assessing life stage, dependents, income replacement, health and assets, then mapping to the right products (term, health, personal accident, property) with a focus on suitable cover rather than what pays the most commission. Use this to advise honestly. To turn the recommendation into a client-facing document use the Insurance Proposal Writer.

📄 Free guide — what this is, how to use it & cautions

Fill in each detail below as completely and accurately as you can — the more you provide, the more precise and ready-to-use your output will be. * marks required fields.

Age, family, occupation and dependents.
Income and any loans, to size cover.
Life, health and other cover already held.
What worries them or what they came for.
Any budget for premiums.

Delivery & Payment Details

Used for your receipt. Your result appears on-screen and is downloadable as Word & PDF.

Order Summary

Insurance Advisory Framework₹83.90
GST 18%₹15.10
Total₹99.00

🔒 Secured by Razorpay · All outputs are AI-generated guidance — verify with qualified professionals for binding decisions.