Insurance Portfolio Coverage Dashboard

Map a client's policies against coverage guidelines and surface the gaps worth a conversation.

Client Profile

Client name

Age

yrs

Annual income

Benchmark multiples × annual income — editable; defaults follow commonly used LIA-style guidelines

Death×

TPD×

CI×

Early CI×

Policies

One row per benefit — add multiple rows for a policy that covers several benefit types with different sums assured.

Policy / InsurerBenefitSum assuredPremium /yr

Coverage vs Guideline

Premium Load

Total premiums /yr

—

% of annual income

—

Policy benefits tracked

—

Data & Export

Auto-saves on this device

Advisory aid only — not financial advice. Benchmark multiples are general guidelines; suitable coverage depends on dependants, liabilities, and existing assets. Hospitalisation and Personal Accident cover are listed for completeness but not benchmarked against income multiples.