AI Insights
NextDeals Co-Pilot recommendations across your book
Today's Summary
3 clients require urgent coverage review · 2 clients show high referral potential · HKD 12.4M total upside identified.
coverage gap93% confidence
Critical Illness coverage gap — HKD 4.2M shortfall
Recent HKD 2.4M equity exit from Manulife Global Fund increased liquidity. CI coverage now significantly under HK HNWI peer average.
upsell87% confidence
VHI Flexi upgrade window opening
Wong Mei Ling's medical plan eligible for tier upgrade with 12% premium savings on equivalent coverage.
renewal99% confidence
FWD vCancer renewal in 32 days
Auto-renewal pending. Suggest contract review before commitment.
opportunity81% confidence
Estate planning trigger detected
Tsang's trust structure may benefit from supplementary HSBC Jade rider given recent regulatory changes.