Module · Goals
Goals & Reasons
Anchor the conversation around what the policyholder actually wants to protect. Selections save locally for this policyholder.
When you bought this policy, what were you most trying to protect?
Star the primary concern · multi-select ok
Other
Something else. Capture the policyholder's concern briefly, in their words.
Recorded for the call log and recap — doesn't change the guided flow.
When you think about this policy, what outcome matters most to you right now?
Star the primary goal · multi-select ok
Other
Something else. Capture the policyholder's concern briefly, in their words.
Recorded for the call log and recap — doesn't change the guided flow.