Making Retirement Planning Personal!

We provide an Import Package to help you get all of your existing data ready for import. In the Import Package you will get a template to use for importing clients, employers, addresses and polices adn well a "Field Details" file that explains everything you need to know about each field. There is also a README file that answers some common questions.

Use the button below to download a ZIP file. Once extracted, the folder will contain the files mentioned above.

Download Import Package

Once you have your import file ready, email it to support@rispira.com and one of our team members will get the data imported for you.

To enter a client from the home dashboard, navigate to the drop-down menu on the upper right and select "clients" -> "New Client".

To create a client, enter required fields and select "save." You can add a linked account for a partner to show both profiles on one screen by clicking "Add significant other."

Navigate to the "tools" drop down at the top of the home page and select "profile." In this section, you can upload a profile photo, write up an email signature, and assign an assistant. Twilio number override is used to change the phone number receiving messages (i.e. out of the office, messages can be directed to the agent's direct line).

For an assistant to view an agent's RISPIRA profile, the assistant can be assigned by the agent. To do this, navigate to Tools -> Profile. The agent will change the "Select an agent to be your assistant" drop down to the correct individual. The assistant will change the "Become an agent who has assigned you as assistant" to view the RISPIRA profile of the agent.

To create a proposal, click on the "proposal" button within a client's profile and name your client's proposal and enter any necessary comments. Click save to generate a proposal for the client. Multiple proposals may be generated per client if you would like to show projections at different ages.

Each proposal will include a section to add projected social security for the client at the desired retirement age. Additionally, the client's assets can be added within the proposal page for existing accounts and newly proposed accounts. Each account can be shown on the presentation page as income, nest egg funds, and potential death benefit. Ensure you select "save" after inputting new data/accounts for them to populate on the illustration page.

Upon completion of the proposal with all desired accounts, scroll to the top of the proposal input page and select "illustrate" to view the client's projections.

After selecting "illustrate," navigate to the right side of the screen. Select the cover page checkbox (if desired) and click "Save as PDF" for a report that can be saved and/or sent to a prospective client.

Upon entering the funnel, clients can be dragged between funnel columns by clicking the image next to their name (Marked with a black arrow). Clients may progress through the funnel as they transition through the meeting process. Once all steps of business have been completed, they can be dropped to the "won" category shown in green. This will remove them from the funnel, but they will still appear in "Existing Clients." If a client becomes non-responsive at any point in the process, they can be marked as 'Lost' (shown in red) or moved to the last column of the funnel labeled "Drip campaign" to receive marketing emails from your company.

To view strategies and account types, enter any client profile and navigate to the buttons next to the “save” button demonstrated below.

Tax differences will explain the account types and their tax status.

To illustrate a client’s retirement timeline, click the “timeline” button next to “tax differences.” The visual is used to represent working years remaining for the client and their spouse.

The strategies button outlines the market trends for the last 20 years for S&P 500 variable, fixed-indexed S&P 500, and fixed strategies for client presentations.

Notes should be added into clients’ profiles following each communication, correspondence, change, or outreach to keep an ongoing record of communication and action taken on each account.

To add a reminder, select the note image within the blue circle on the bottom righthand side of the client profile.

From there, select “type” and switch from “Note” to “reminder.” Enter the due date based on the day you would like the reminder to appear on your dashboard for completion and enter note. Then, click save.

To add a date for the next appointment, enter the client’s profile. Upon doing so, their placement within the funnel will appear above their name. Click the calendar Icon next to it to pick the selected date and time for the next meeting. Select “Save changes” upon entering the date. Refresh the client’s profile for the new date/time to appear.

Once reminders have been added into client profiles, the funnel will show appointment and reminder dates under their name. To sort these appointment/reminder dates chronologically.

On the left side under the data input sections, below the blue line there is an agency policy section. Select this section and input the data for the newly established account/policy with you as an agent. An annual review email will be automatically sent out if the “issued date” is entered.

Tags can be used to group clients into specific categories to later sort them using their tag. You can sort these clients based on their employer, their interests (golf, networking group), or any other group. This group tag can be used to send emails to anyone belonging to that group or used to track data for client’s belonging to that group. Enter the client’s profile and select “Settings,” then select tags. Enter the title of tag and click “create.” This tag will be saved for future use with other clients.

The main purpose of the policy funnel is to keep track of clients’ progress with more than one policy submission. The policy funnel allows the user to differentiate outstanding action items for each application submitted. 

If a client within RISPIRA needs to be transferred to another agent, this can be done using the tools feature.

The settings option within a client’s profile provides several features.

• Emails – An email can be sent to the client and archived through RISPIRA by clicking on the emails button and composing a message. Emails will appear on the system/email used when logging into RISPIRA. 
• Files – Folders from SharePoint or Google Drive can be synced to your client via RISPIRA.  
• Hospitality – Hospitality efforts can be tracked within settings. Gifts might be sent out for holidays, policy anniversaries, marriages, etc and documented via RISPIRA. 
• Marketing – Marketing emails go out automatically via RISPIRA for holidays and birthdays if contact information and date of birth are entered into the system. Additional messages can be added to the automated emails via Settings -> Marketing -> Optional Email Messages to input additional text.
  • NOTE: This text addition will be permanently added actively removed by the agent.
• Tags – Tags can be created to categorize a client into a specific group. This tag grouping can then be used to track data related to the group and for communication to all clients belonging to that tag (i.e. golf, specific school district, specific hospital, networking group, etc). See “What are Tags”