An easy-to-integrate protection sales software platform


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.
platform process

A unique recommendation engine with infinite reach

platform data
Multi source data
  • Multi-source data input: actuarial, ONS, NHS, etc.
  • Client CRM data connectivity
  • Open banking-ready
platform data
User profiling
  • Risk exposure analysis
  • Cash flow-based protection gap assessment
  • Multi-scenario computation
  • Automated suitability product scoring
platform data
Protection recommendation
  • Multi-product: term life, critical illness, income protection
  • Dynamic, personalised explanations
  • Automated compliance tracking
  • FCA-regulated advice or guidance

Two ways to sell protection

consumer platform

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.
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
consumer platform

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.
A digital platform that automatically generates advice and quotes based on individual customer profile
Protection recommendations based on customer need simplifies the selection of suitable products for advisers
Digitally-enabled advisers are empowered to deliver better customer outcomes and sell more protection
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

Designed to inform. Built to scale.