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September 13, 2023 at 01:08 PM
FP Alpha has released P&C Snapshot, a new digital tool for financial advisors that uploads home and auto insurance documents quickly, enabling advisors to obtain a visual summary of clients’ current coverage, according to the company.
P&C Snapshot is the latest addition to the company’s artificial intelligence-driven platform, following tools that included last year’s second-generation tax projection tool, The Tax Projector, which offered advisors the ability to project and compare several tax scenarios and strategies for clients just by uploading their tax documents.
A few months ago, FP Alpha announced the unbundling of its Estate Planning Module and significant enhancements to its Estate Lab.
P&C Snapshot will enable advisors to “distinguish themselves from peers and provide a huge value add to clients, bringing significant peace of mind to have a second review on their insurance coverage by highlighting gaps or deficiencies in current coverage and more,” FP Alpha said.
