AI Plan Updater

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Welcome. This video will walk you through a tutorial of the AI plan updater. The AI plan updater helps you keep every client plan up to date

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automatically by simply uploading updated documents, pasting a transcript from your most recent meeting, or just pasting any additional documents or

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information the clients may have sent your way. All it takes is one easy click. This now helps you address any

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compliance issues with having plans be out ofd because now it's more efficient and easier than ever to use the AI plan

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builder to make sure all your plans are up to date and within compliance. To get started from your main dashboard, you can find the household with the plans

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you'd like to update. Click the more options button here. Then find the AI plan updator button that says modify

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with AI. As you hover, you can either select it right from this dashboard or click into your plan and from any of the

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feature pages inside your plan. So, for example, here I'm on the dashboard. You can click the modify with AI button here in the top right of your screen. Then

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click AI plan updater. Similar to the AI plan builder, you can upload multiple files by simply dragging and dropping them into this section.

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or you can copy and paste any additional information. This could be from a meeting transcript or just from some additional information the client sent

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over to you. Once you're ready, click process updates.

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When the AI plan updator has finished processing your plan, you'll see a new notification in the top right of your screen on that bell button here. Then

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open the dropown, select the plan you just updated, and then click review.

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From the review page, you'll see the number of updates detected by the AI.

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You can click skip to items to go right to those initial items that the AI detected. And as you hover, you'll see

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two options. So, if this is a new item that we want added to the plan, we can simply click add as new item. Or if we

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are replacing an existing input, we can click replace existing input,

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select the input we want to replace, and then we can just click replace.

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In this case, we're adding this Roth IRA, so I will just select add as new item.

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Once you've made your changes, click update plan.

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In situations where you have multiple scenarios for a household, the AI updator can also update all the other scenarios in the household as well. All

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you have to do is click update another scenario. From the drop down here, we can select the next scenario we want to

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update. Then we can click review plan and then follow the same process here to either replace an existing item or add

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it as a new item. And then when we're done, we can click update plan.

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And you'll see that depending on how many scenarios you have, you'll always have the option to update another scenario or just go ahead delete the AI import and finish.

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And that's it. In a matter of minutes,

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we've simply taken some additional information, uploaded it into Income Lab, used the AI plan updater to update our plan or as many scenarios as we

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need. And this is now the easiest way to stay in compliance and make sure all your Income Lab plans are up to date. Thank you for watching this video.

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Please reach out to our team if you have any questions.