{"id":20705,"date":"2023-09-13T18:08:38","date_gmt":"2023-09-13T18:08:38","guid":{"rendered":"https:\/\/www.thinkadvisor.com\/2023\/09\/13\/new-fp-alpha-tool-lets-advisors-upload-clients-insurance-documents\/"},"modified":"2023-09-13T18:08:38","modified_gmt":"2023-09-13T18:08:38","slug":"new-fp-alpha-tool-lets-advisors-upload-clients-insurance-documents","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2023\/09\/13\/new-fp-alpha-tool-lets-advisors-upload-clients-insurance-documents\/","title":{"rendered":"New FP Alpha Tool Lets Advisors Upload Clients&#8217; Insurance Documents"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/793352228\/0\/thinkadvisor\/\"><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2022\/09\/2021-1-31_Family_Life_Insurance_Adobe_640x640-1.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2022\/09\/2021-1-31_Family_Life_Insurance_Adobe_640x640-1.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p id=\"first-para\">FP Alpha has released P&amp;C Snapshot, a new digital tool for financial advisors that uploads home and auto insurance documents quickly, enabling advisors to obtain a visual summary&nbsp;of clients\u2019 current coverage, according to the company.<\/p>\n<p>P&amp;C Snapshot is the latest addition to the company\u2019s artificial intelligence-driven platform, following tools that included <a href=\"https:\/\/www.thinkadvisor.com\/2022\/11\/17\/ubs-launches-new-offering-for-uhnw-clients-tech-roundup\/\" target=\"_blank\" rel=\"noopener\">last year\u2019s second-generation tax projection tool, The Tax Projector<\/a>, which offered advisors the ability to project and compare several tax scenarios and strategies for clients just by uploading their tax documents.<\/p>\n<p>A few months ago, FP Alpha announced the unbundling of its Estate Planning Module and significant enhancements to its Estate Lab.<\/p>\n<p>P&amp;C Snapshot will enable advisors to \u201cdistinguish 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,\u201d FP Alpha said.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>FP Alpha has released P&amp;C Snapshot, a new digital tool for financial advisors that uploads home and auto insurance documents quickly, enabling advisors to obtain a visual summary&nbsp;of clients\u2019 current coverage, according to the&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":20706,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2023\/09\/new-fp-alpha-tool-lets-advisors-upload-clients-insurance-documents.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/20705"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=20705"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/20705\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/20706"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=20705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=20705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=20705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}