Financial Planning Suite · Insurance module
Insurance planning for New Zealand advice practices
InsureMe is the cover and needs module inside Incendio — the inner loop that turns a client’s facts into agreed cover, then writes issued policies back so the next review starts where this one finished.
Looking for retirement modelling instead? Visit RetireMe →
How the products fit together
The InsureMe Advice Loop
Two loops, one nested inside the other. Incendio carries the client through the advice journey. InsureMe does the modelling in the middle — then hands issued cover back so the next annual review is not a blank page.
Outer loop · Incendio journey
Insurance review (InsureMe)
Eight stages carry the forms, quotes, underwriting, signatures, and the cancellation gate.
- 1Needs analysis
- 2Existing cover
- 3Model Insurance Cover · opens InsureMe
- 4Quotes & options
- 5Underwriting
- 6Acceptance & policy issue
- 7Cancel superseded cover · F11
- 8Review reminder
Inner loop · InsureMe
Five modelling steps
Cover Inputs through Issued. Working amounts are agreed here. Formal acceptance stays in Incendio.
- Cover Inputs Household, money, objectives, register — then Recalculate needs.
- As-is Signed gap per scenario, credited from the Policy Register.
- Needs Analysis Need, resources, credits, and the RetireMe shock cross-check.
- Proposed cover Agree recommended amounts, or lock in a different figure.
- Issued Writes the register. That is what the next review’s As-is will show.
The distinction that matters
“Lock in” happens twice. Working amounts are agreed on the Proposed cover tab in InsureMe. Formal client acceptance is a signature stage back in Incendio.
Fourteen slides · clickable demos · keyboard arrows
Who this site is for
You may have landed here by searching for InsureMe or following a brand link. Use the path that matches you.
Advisers & practices
InsureMe runs inside the Incendio adviser platform — CRM, advice journeys, documents, and client portal — with insurance planning as a specialist pack.
Incendio for advisers →Consumers
There is no public InsureMe signup. If you want to model retirement yourself, use RetireMe. If your adviser shared a plan, they will send you a link from Incendio.
Go to RetireMe →Insurance advice on Incendio
InsureMe sits alongside Incendio’s insurance and protection journeys — clone, reshape, and run them for your firm.
One suite. Three brands.
Incendio Trading Limited builds the Financial Planning Suite for New Zealand.
Ready to run insurance advice properly?
Start with the Incendio adviser platform — InsureMe opens from there for practices with the module enabled.