10 simple steps to start and create an SOA
These 10 steps have been designed to give you a basic understanding of the capabilities of the system.
- Step 1. Gaining access to the system
- Step 2. Adding a new client for the first time.
- Step 3. Using your fact finder for the first time
- Step 4. Viewing the Summary page for the first time
- Step 5. Proposing strategy
- Step 6. Creating an Insurance review
- Step 7. Creating the risk profile (optional)
- Step 8. Start writing the SOA
- Step 9. Using QuickTEXT to help write your SOA
- Step 10. Finalizing your SOA