Every client reviewed. Every review on record.
Every client must be reviewed, and a quality review takes hours. Molo talks your clients through it, in their language and their own time, and hands your adviser the findings and the record.
Before we start, here's how this works and what happens to your answers. Happy to go ahead?
From your adviser's Molo trainingYes, go ahead.
Your schedule shows your building cover. Has anything been added to the house since then?
From your policy scheduleWe put in solar panels in March.
Everything the review needs.
Sent in the adviser's name; a reminder is one click. Every invitation and reminder is on record.
The adviser uploads the policy schedule and checks what Molo read. Nothing goes out until the adviser sends it.
Every section of cover, asked with your practice's own questions. Clients can pause, return, and ask for their adviser at any time.
Your disclosure and terms are given in full. Consent is recorded before anything personal is discussed.
For the adviser only: what the client said, beside what the schedule shows. Never a recommendation.
The whole conversation, what stayed the same and what changed. The client gets a copy; it can go into the record of advice.
Molo doesn't advise clients. The adviser stays the author of the advice.
Every client is asked the questions that matter, so the adviser advises on the full picture.
Every question and answer is saved, with consent and the disclosure on file.