Seed Analytics has produced lockdown files for all our advisors with no extra fee. The file is available under file portal. The lockdown client provides a list of clients on your book ordered by risk. Here is a breakdown of the columns found in this file.
Follow these 3 steps to find the high-risk clients on your book
Step 1. Download and open the file.
Navigate to file portal and download the Covid-19 client list CSV file. Open the file in Excel.
Step 2. Filter the file for High Risk
Now that the file is open in Excel
A. Apply filters to your file;
B. Navigate to column K with the heading Risk_Indicator and
C. Filter by "High Risk" to find clients at highest risk.
Step 3. Email clients
Copy the email address of your high-risk clients into the BCC input of new email in outlook and email this high-risk segment of your book an appropriate message of advice.
End.