Do a critical illness analysis

Find out how to do a complete critical illness analysis in just a few minutes, without even leaving the contact file!

Laylah offers you a simple, fast, complete and versatile critical illness analysis for all your clients.

Information from the contact file, including date of birth, smoking status and insurance coverage, is included in the disability analysis to avoid double entry.

Presentation of the critical illness analysis

The critical illness analysis has 6 sections:

1. Scenarios
   • You can create multiple scenarios in the critical illness analysis.
   • Data, results, pins and recommendations are unique to each scenario.
   • When creating a report, you can select the scenario(s) to be presented.
2. Data and analysis assumptions
   
   • All the sections in the left-hand column are split into 2 parts:
     
     • Needs calculation - Presents 5 fields that allow you to adapt the analysis to your clients' situation.
     • Actual coverages - They are automatically added from the client's insurance.  You can modify them by clicking on the edit button .
3. Factual data
   
   • This data can be useful in your discussions with your client.
4. Pins
   
   • File notes for this scenario. 
   • You can create multiple pins per scenario.
   • They are not included in the final report.
5. Recommendations
   • Recommendations for this scenario.
   • You can create multiple recommendations for each scenario.

Create a critical illness analysis

1. Click on the analysis button in the left-hand vertical menu of the contact form.
2. Click on the Analyses and calculations button in the horizontal menu.
3. Select Critical Illness analysis.
4. Click on the Add analysis button if no analysis is present.
   
   
5. Complete the analysis data in the left-hand section and note the results on the right.