Clients & Cases / Analyses
This page lists every client you have analysed policies for, and is where you open, compare, share and export those analyses.
In the sidebar it is called Analyses on plans that include LOAs, and Clients & Cases on other plans. Firms with LOAs land on the LOA Submissions page when they sign in; everyone else lands here.
The client list
The list opens on Recent clients. Each client row shows:
- The client's name. Hover over it and click the pencil to Rename client.
- How many policies have been analysed and when the last edit was made.
- An Owned by chip showing which team member owns the record.
- A bell chip when the client has analyses you haven't looked at yet.
- An All policies complete badge once every policy for that client has been marked complete.
Click a client row to expand it and see their policy cards.
Finding a client
- Search for a client filters the clients already loaded as you type. Press Enter or click the magnifier to search the rest of your records on the server.
- The owner filter (shown when more than one person owns records) lets you show All owners or pick specific colleagues. Tick Remember my selection to keep that filter next time, or use Clear filter to reset it.
- The completion filter switches between All clients, All policies complete and Has incomplete policies.
- The calendar filter narrows the list to Last 24 hours, Last week, Last month or Last 6 months.
- Click Refresh to reload, and Load more at the bottom to fetch older clients.
Starting a new analysis
Click Analyse new policy at the top of the page, or use the same option in a client's actions menu to add a policy to an existing client. See Analysing and reviewing a policy for the full walkthrough.
Client actions menu
Click the three dots next to a client name for actions that apply to the whole client:
| Action | What it does |
|---|---|
| Analyse new policy | Start a new analysis for this client. |
| Compare policies | Open all of the client's policies side by side. Use Hide policy on any column to drop it from the comparison, and Export master file to download the comparison as Word or Excel, with or without page citations. |
| Client summary | A clean overview of every policy for the client. Click the eye icon next to any field to exclude it from the export, then Export PDF to download {client} - Client Summary.pdf. |
| Share client policies | Share this client's analyses with someone who doesn't have a 4admin login. |
| Download master file | Download every policy for this client as a single Word or Excel file. |
| Reassign owner | Move this client, and every policy under it, to another team member. Shown to admins and to the current owner. See Reassigning ownership. |
| Delete client | Remove the client and all of their policies. This cannot be undone. |
Read-only users only see Compare policies, Client summary and Download master file.
Policy cards
Each analysed policy appears as a card under the client.
Card header
- Provider name, with a red dot if the analysis has changed since you last opened it.
- How many fields are filled, for example
18/24 fields, and when it was last updated. - A CRM badge. View in opens the plan in your CRM after you've pushed it, Not in CRM means it hasn't been pushed yet, and CRM Push shows the date of the last push.
Card body
- Policy type, plan number, plan value with its valuation date, and transfer value where found.
- Additional info requested with a count of the calls and emails you've made to the provider about this policy.
Card footer
- The Mark complete checkbox. Tick it when you've finished reviewing the policy. When every policy for a client is marked complete the client row shows All policies complete.
- An Adding documents... chip while extra documents are being processed. The policy can't be edited until that finishes.
Click anywhere on the card to open the full analysis. While a new analysis is running you'll see a pending card with a timer instead. You can delete a pending run from its card if you uploaded the wrong document.
Policy actions menu
Click the three dots on a card:
| Action | What it does |
|---|---|
| Policy summary | An at-a-glance view of the policy in five sections: Core Details, Valuation, Guarantees & Bonuses, Funds and Charges. Empty fields are hidden. Click the eye icon to exclude a field from the export (4admin remembers your choices), then Export PDF to download {client} - {plan number} - Summary.pdf. |
| Add documents | Add a document that arrived after the first analysis. See Adding documents to an existing analysis. |
| Change policy type | Re-run the original document as a different policy type, for example from Pension to Pension (Drawdown). 4admin asks you to confirm because this creates a new policy from the same documents, so any values you edited by hand are lost. |
| Share policy | Share this one policy. 4admin emails the recipient a secure link and an access PIN. They can view and edit the policy without a 4admin login. To revoke access, remove their email from the list in the share window. |
| Delete policy | Remove this analysis. This cannot be undone. |
Read-only users only see Policy summary.