WHAT WE’VE BUILT
An easy-to-integrate protection sales software platform
TRANSFORMING THE PROCESS
For the people selling protection – and the people buying it
Most protection is still sold manually, offline. This is painful for distributors – but also for consumers, who can’t buy protection in the way they would other products and services.
Our technology changes this. It takes what was an inefficient process and makes it automated and scalable – transforming the experience for everyone, end-to-end.
WHAT WE'VE BUILT
A unique recommendation engine with infinite reach
INPUT
Multi source data
- Multi-source data input: actuarial, ONS, NHS, etc.
- Client CRM data connectivity
- Open banking-ready
ADVICE ENGINE
User profiling
- Risk exposure analysis
- Cash flow-based protection gap assessment
- Multi-scenario computation
- Automated suitability product scoring
OUTPUT
Protection recommendation
- Multi-product: term life, critical illness, income protection
- Dynamic, personalised explanations
- Automated compliance tracking
- FCA-regulated advice or guidance
ONE PLATFORM
Two ways to sell protection
Consumer platform
A self-service consumer solution that helps people buy the right protection for them. The only platform of its kind delivering personalised, needs-based recommendations straight to consumers – in minutes.
Omnichannel
A digital platform that’s quick and easy to access across mobile, desktop, chat or phone
Instant solution
Personalised user experience and quotes relevant to customer’s unique needs and circumstances
Expert help
Service delivered through a seamless blend of automated expertise and human touchpoints
Data transparency
Offering fair value exchange and transparent, minimal use of personal user data
Adviser platform
An adviser-facing view of the platform to help you sell protection. It connects to your existing CRM to enable guided conversations about protection – all driven by regulated, needs-based recommendations.
Automated
A digital platform that automatically generates advice and quotes based on individual customer profile
Needs-based
Protection recommendations based on customer need simplifies the selection of suitable products for advisers
Efficient
Digitally-enabled advisers are empowered to deliver better customer outcomes and sell more protection
Compliant
Automated compliance takes the risk out of highly regulated sales, enabling advisers to sell at scale
Suitable for any distributor’s requirements
Easy to integrate
- API-based software
- Existing CRM integration
- Leverage customer data
- White label functionality
- Web/mobile design
Automated compliance
- Offer guidance or fully FCA-regulated advice
- Unique machine learning capabilities
- Full traceability
Protection market gateway
- Connect to all product carriers
- Sell life insurance, income protection and critical illness products
- IRESS and LifeQuote integration
World's first protection sales software platform