ENGAGING YOUR CLIENT IN THE PROTECTION SOURCING JOURNEY 

The award-winning client centric, research, quote and apply solution, was designed for use with your client. 

Screen share to:

  • Identify client’s protection needs, highlighting the risks around not being protected with easy to read risk reports.
  • Work through and model scenarios with your client and compare various solutions on one screen.
  • Identify the best policy to meet your client’s needs through our unique Product Features Report – assessing on quality, not just price.
  • Save time and seamlessly link to provider’s extranets to apply with quote data already prepopulated.

Join us on one of our webinars where we’re sharing updates on how best to source protection with recent provider and policy changes