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Derrick Advisory

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Derrick Advisory · Internal Tool

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Dashboard

Today's Follow-ups
Business Snapshot
Customer Journey
Recent Activities
Website Leads
Advisor Productivity
Insurance Operations
Annual Renewals Open Renewal Center →
Quick Actions

Leads

Not yet a customer — log an enquiry here, then convert it once it's real

Tasks

Everything the CRM's automation has queued up for you, plus anything added manually

Renewal Center

Annual premium policies only — monthly-deduction policies are handled by Zurich directly and don't need a reminder here

Service Requests

Address changes, nominee updates, claim assistance, and other customer servicing requests

Zurich Import

Import existing Zurich customers and policies from a CSV/Excel export, or straight from Zurich policy contract PDFs

Choose a Zurich export file (.csv or .xlsx), or select one or more Zurich policy contract PDFs

Reports

Export CRM data for offline review, sharing, or record-keeping

SELECT PLAN
InfiniteCare Shield ILP

1Customer

2Coverage

RM
TPD (= Life Coverage)
RM —
Max Accidental Death (300%)
RM —
Standalone Medical — No Investment Components
Life Coverage
Nil
TPD
Nil
Accidental Benefit
Nil
Critical Illness
Nil
Cash Value
Nil
Quotation Mode
Option 1 (Recommended)
RM
TPD (= Life Coverage)
RM —
Max Accidental Death (600%)
RM —
GIO Medical Card
RM
RM 500 (Fixed)
Life Plan Component
RM
TPD (= Life Coverage)
RM —
Max Accidental Death (600%)
RM —
Quotation Mode
Option 1 (Recommended)
RM
TPD (= Life Coverage)
RM —
Max Accidental Death (600%)
RM —
Projected Cash Value
RM

3Additional Benefits

Critical Illness Rider
36 Critical Illnesses
Accident Rider
Additional accidental death coverage
Waiver of Premium
Premium waived upon TPD or CI

4Premium

Option 1 (Recommended)
RM
Annual (× 12)
RM 0
Medical Card Monthly Premium *
RM
Everlasting Cover Monthly Premium
RM
Combined Monthly Total
RM 0.00
Annual (× 12)
RM 0
Option 1 (Recommended)
RM
Annual (× 12)
RM 0
 Quotations / New Quotation Request

New Quotation Request

Capture the prospect's details once — carried straight through to the proposal.

1
Customer & Plan

Customer Information

STEP 1 OF 2
 Used only to recognise returning customers so records don't get mixed up — this never appears on the printed quotation.
 Auto-calculated
Fills in once DOB is entered

Select Plan

CUSTOMER REQUESTED
Zurich ValueLife
InfiniteCare Shield
ILP · Medical
Zurich Max Medic
(ILP)
ILP · Medical Card
Smart Health
Medical Card
Essential Cover
Term Life
iCare Medic
Medical Card
Everlasting Cover
Whole Life
GIO
Combo
  All 7 plans are now live in this flow.
 Quotations / New Quotation Request / Build Proposal

Build Proposal

Customer details carried over automatically — fill in the plan figures below.

Customer & Plan
2
Build Proposal
Click any dashed field to fill in the plan figures. Customer details (green) are locked from Step 1.
Customer Product Current Step Next Action Due Date Status
Policy Holders
Select a customer to view their profile Only customers with an issued policy appear here
Back to Prospects

Advisor Profile

Appears on all generated proposals

Personal Information

Proposal Configuration

Used for proposal header and accents

Data Management

Reset or export data

Data is stored locally in your browser. Exporting saves a JSON file you can use to back up your records.

Proposal Preview