Faster. Simpler. Smarter.
The Protection Platform is the fastest way for intermediaries to sell protection
The Protection Platform
Brings you a single process to quote, compare, underwrite and sell multiple protection products from a range of providers.
- Save time with one application for multiple lives, insurers and products – no rekeying
- Receive fully underwritten ‘real time’ premiums at quotes stage – no unexpected premium hikes
- Get the ability to buy online
- Benefit from excellent market coverage – the majority of major UK insurers integrated
- Compare products instantly with Defaqto
It’s a state of the art, flexible experience which empowers you and your client.
A 3 step process you control
Simply answer one question set on your client’s behalf – no more wasting time answering the same health and lifestyle questions over and over again.
2. Underwrite and Compare
Receive real-time premium updates from a range of insurers, then compare price as well as product features and quality with Defaqto, all on a single dashboard. You’ll know that premiums are accurate and personalised for your client, because all quotes are fully underwritten at this stage.
When you’re ready, select the products that meet your client’s needs and add to basket. It doesn’t matter if you’ve chosen a range of insurers and products, it’s one direct debit form and you’re done.
The Protection Platform helps you manage compliance risk and meet the Insurance Distribution Directive requirements by:
- Obtaining client information efficiently
- Maintaining accurate client records
- Basing product sales on a fair and personal analysis of the market, amongst a sufficiently large number of products
- Producing client PDF's that are personalised and clear.
Hear what our customers have to say
We’ve helped mortgage brokers, IFA and protection specialist firms of all sizes transform the way they sell protection and increase their revenue.
See what some of our clients say about the Protection Platform.
A great range of protection products from popular insurers
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