A world-first protection sales software platform. Built to enable any distributor to sell protection products – at scale.
Powering up these distributors
A SIMPLE WAY TO SELL PROTECTION
Automated. Efficient. Scalable.
Millions who need protection, don't have it – so we're setting a new standard for selling life insurance, income protection and critical illness cover. Our technology is your easy access to the protection market.
Increase conversion and revenue
Increase the value of new and existing customers by selling protection. Offer guidance or fully FCA-regulated advice.
Reduce cost of sales
Reduce the cost of sales with a platform that makes a manual, time-consuming process automated, efficient and scalable.
Improve engagement and retention
Boost engagement and retention by identifying your customers' protection needs and connecting them to personalised solutions.
Reduce compliance risks
Sell protection in a controlled, repeated way – at scale. Automated compliance takes the risk out of regulated sales.
OUR PROTECTION SALES SOFTWARE PLATFORM
Identify the protection needs of your customers and provide the right products in the way they expect to buy – at scale. Reach the markets that existing distribution channels leave untapped.
Provide the prime opportunity to sell protection.
Also need to protect the roof over their heads.
Need to protect their biggest asset: themselves.
Having a partner or children creates protection incentive.
Three ways to sell protection
Designed to inform
Self-service consumer solution
Delivers personalised, needs-based recommendations in minutes
Helps people buy the right protection for them
Designed to sell
Adviser-facing protection sales tool
Enables guided conversations driven by needs-based recommendations