Built for UK protection advisers

The protection adviser CRM built for outcomes, not records.

Life, critical illness, income protection, business protection, whole-of-life, trust writing — every workflow purpose-built for UK protection firms. AI-powered underwriting intelligence means you find the right provider first time.

Book a protection demo →See the workflow
Underwriting Brain
Life · £350k · age 38
Royal London£24.10 pmAsthma — std terms ✓
Vitality£25.80 pmBest CI definitions ✓
Legal & General£23.40 pmFast-track UW ✓
Matched against provider manuals · best fit first
Policy timeline
✓Submitted
✓Underwriting
✓On risk · 14/06
✓Trust deed stored
◌Annual review scheduled
0Provider integrations
0Protection lines covered
£0Per licence / month
0%Outcomes tracked
Why protection is different

Four principles baked into every workflow

Outcomes-first

Every policy logged against real family need. Not just a revenue line.

Underwriting intelligence

AI that reads provider manuals — surfaces the best fit before the client is loaded onto a portal.

Trust writing built in

Trust deeds drafted, executed, and stored within the same workflow. No more lost post.

Continuous protection review

Automated annual reviews. Life events flagged. Coverage gaps surfaced.

Core protection features

Everything protection firms need

Protection workflows

Dedicated workflows for life, CI, IP, BP, and whole-of-life.

Underwriting brain

AI reads provider manuals to match clients to the best underwriter.

Trust writing

Draft, execute, store. Integrated into the case flow.

Provider integrations

Aviva, Royal London, Legal & General, Vitality, Zurich, AIG, LV=, Scottish Widows.

Policy tracking

From submission through underwriting to on-risk, renewal, and reinstatement.

Protection reporting

Commission reconciliation, GI revenue, policy persistency, adviser protection mix.

Annual review engine

Automated client reviews. Life events (marriage, birth, home purchase) trigger outreach.

Compliance for protection

Suitability, vulnerable customer flags, needs analysis evidence.

Why protection firms choose Adviser IQ

Because generic CRMs miss what matters

IRESS Xplan, Salesforce, and HubSpot were never built for UK protection. Adviser IQ was. The underwriting brain alone pays for the platform.

Pricing

From £49 per licence / month

Protection FAQ

Common questions

How does this compare to IRESS Xplan?
IRESS Xplan is a wealth-management platform adapted for protection. Adviser IQ is purpose-built for UK protection advisers with modern UX and AI-native underwriting intelligence.
Which providers do you integrate with?
Aviva, Royal London, Legal & General, Vitality, Zurich, AIG, LV=, Scottish Widows — with more rolling out quarterly.
Can I use it alongside a mortgage CRM?
Most firms replace both with Adviser IQ. We handle mortgage + protection in one book. See /mortgage-broker-crm.
Do you track on-risk dates automatically?
Yes. Providers push policy status into Adviser IQ; on-risk dates trigger the commission schedule automatically.
What about business protection cases?
BP workflow is first-class — shareholder protection, key-person, relevant life, executive income protection all supported.

Protect more clients. Prove every outcome.

Book a 30-minute protection-focused demo.

Book your demo →