Save time on admin and product research

To set your account up we need to take some information from you.

• Fill in the registration form by providing your individual details and company information.
• We will then register your company and provide access to the advisers once we have verified the terms of business with the insurers.

The Protection Platform offers fast and fully underwritten quotes from multiple insurers based on their rules engines which advisers can convert to full applications later to submit to the insurer of their choice. No need to pick up the phone and call all the insurers separately.

Once the personal details have been captured you will be taken to the next page where you will be able to select from 5 different products. Simply select the product, complete the required information on the page, and select “Yes” to add another product. You can see all products selected as part of the application for the different lives.

Using The Protection Platform, advisers can very clearly understand why the price has changed based on any new disclosures and also outline the exclusions and specific reasons regarding why the terms of the decision are updated.

We are integrated with 3 industry-known quality analysis systems - Defaqto, CI Expert and Protection Guru Pro.

Using the benchmarking tools enabled in The Protection Platform, Advisers can easily compare different provider products and key features versus competitor offerings. The comparison tools helps drive client conversions and customer retention - it facilitates instant provider and product identification which allows advisers to have factual conversations with clients whilst discussing the various provider USPs.

Another key part of creating a single sourcing solution is integrating The Protection Platform into CRM systems. The great news is that The Protection Platform is integrated with leading CRM platforms including Intelliflo and 360 dotnet. The Protection Platform is also integrated with leading product research platforms including Protection Guru Pro, CI expert and Defaqto. We are connected to your existing CRM systems to save you time and improve accessibility.