Protection advice deserves a specialist CRM. Guided scaffolds, medical underwriting predictions, trust writing autopilot, and provider integrations. For UK advisers who sell real protection, not token policies.
Structured conversation flow covering every protection need in order: mortgage life, family life, CIC, IP, FIB, whole of life, business, trust.
Predicts per-provider outcomes from disclosures. Standard / rated / decline likelihood across seven insurers.
Correct trust type selected (absolute, flexible, split). Form pre-populated. Client explanation in plain English.
Live product comparison across Aviva, L&G, Royal London, Vitality, Scottish Widows, AIG, Zurich.
Every submission, every underwriting query, every on-risk moment — captured.
On-risk triggers commission expectation. Clawback windows monitored.
Every renewal tracked. Lapse-risk detection with retention outreach drafted.
Key person, shareholder, relevant life — all structurally supported.
Every recommendation audit-trailed. Regulatory disclaimers applied. Suitability letters protection-specialist.
Open the scaffold. Work through each need with the client. Adviser IQ pulls live product comparisons, fills in the reasoning, generates the suitability letter at the end.
Direct integrations with Aviva, L&G, Royal London, Vitality, Scottish Widows, AIG, Zurich. Product data live. Underwriting guides ingested.
Book a 30-minute personalised demo. We'll show the feature against your workflow.