Unlock More Value with a Baseline in LifeInsight

When You Know the Path, You Can Help Clients Reach Their Destination

The power of LifeInsight begins with setting a Baseline.
 
What Is a LifeInsight Baseline?
A Baseline illustration represents a client’s goals for how their policy may perform.

Why Is a Baseline Important?
The Baseline creates the foundation that enables you to assess policy performance, view notifications, and more!

Setting a Baseline Is Easy!
For new policies, the as-sold illustration is automatically captured as the Baseline.

For existing policies, a baseline must be set. Check out the “How to set a Baseline” guide in the LifeInsight dashboard.

Set a Baseline for an existing policy today!