How to Fully Utilize the Policy Navigator in Advisor Bot
The Policy Navigator in the Advisor Bot is a total gamechanger. It transforms what used to be time-consuming policy research into a single, streamlined search — giving you instant access to:
Strategic product summaries
Brochures and key fact documents
AI-powered chatbot that can answer policy-specific questions or even role-play sales scenarios with you
No more digging through portals or PDFs — just search and go. That means less prep time and more time for what matters: setting appointments, closing cases, and building relationships.
🛠️ Tips to Maximize Your Search Experience
To make sure you're getting the most accurate results, keep these simple best practices in mind:
1️⃣ Use the Exact Policy Name (as shown on official documents) - The system is optimized for precision — using the exact name ensures you're directed to the right version of the policy.
Example: Search “Great Wealth Advantage 3” instead of just “Great Wealth Advantage”
2️⃣ Skip the Special Characters - You can leave out things like brackets, dashes, or symbols — they’re not necessary and might interfere with results.
Example: Instead of “Manulife InvestReady (III),” you can search:
“Manulife InvestReady III”
“Manulife InvestReady 3”
Or even just “InvestReady 3”
3️⃣ Use Numbers Instead of Roman Numerals
We’ve made it easier — you can simply use regular numbers in your search.
Example: “AIA Guaranteed Protect Plus 4” will pull up “AIA Guaranteed Protect Plus IV”
By following these quick tips, you’ll unlock the full power of the Policy Navigator — making your research faster, more accurate, and fully integrated into your daily advisory flow.
