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DashboardPagesPolicy Analysis Page

Policy Analysis Page

Show policy review services. Enable if you review existing life insurance policies.


Enable It

  1. Go to yoursite.com/studio.
  2. Click Valmark Page Settings > Policy Analysis.
  3. Toggle Enable Policy Analysis page on.
  4. Click Publish.

This adds yoursite.com/policy-analysis and a service card on your homepage.


Sections to Check

  • Hero: heading + background image.
  • Overview: why review policies; optional image and position.
  • Concerns: common questions; toggle Show PDF Download to include the overview PDF.
  • CTA: bottom call-to-action; set text and link.

Use Show Section toggles and optional image URLs. Adjust, then Publish.


Quick Tips

  • Turn on the PDF download if you want a take-home piece.
  • Keep sections short and to the point.
  • Refresh yoursite.com/policy-analysis after edits to confirm.
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