From submission through underwriting to on-risk — and every renewal, cancellation, and claim thereafter. Purpose-built for UK life, critical illness, income protection, and business protection.
Every application logged with provider, product, sum assured, premium, and expected commission.
Live status per provider: received, underwriting, evidence requested, referred, accepted, declined.
Provider emails asking for further information are parsed, responses drafted from CRM.
Policy goes on-risk → commission expectation logged → client notification drafted → audit entry written.
Every renewal date tracked. 90-day renewal reminders. Commission clawback window monitored.
Provider statements parsed and matched automatically. Shortfalls flagged for dispute.
Lapses detected from provider feeds. Retention outreach drafted before the policy cancels.
Active policies by provider, product type, sum assured band, and average client.
Client claim? Case pack assembled from original fact find, underwriting, and policy documents.
Aviva asks for recent GP records. Adviser IQ parses the request, notes what's in the fact find, drafts the client message requesting consent, tracks the GP chain.
Aviva, Legal & General, Royal London, Vitality, Scottish Widows, AIG, Zurich. Direct feeds where available; email parsing where not.
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