Trusted by the UK's leading protection distributors to identify post-sale issues and reduce cancellations.
How many issues are you missing? How much clawback could you save?Our products help you identify post-sale issues and resolve hidden dissatisfaction, so that you can take appropriate action within your business processes to reduce future clawback.
Illustrative Overall clawback rate at 4 years 25%less clawback Before ~20% With Adviser.ai ~15%Illustrative example. Better post-sale engagement can help identify customers at risk, address issues earlier and reduce cancellations.
Post-sale engagement identifies potential customer detriment and hidden dissatisfaction before it becomes a bigger problem.
Example issues flagged Policy documents not received Policy details incorrect Existing cover not cancelled Negative reviewIllustrative estimates assuming 70% post-sale check completion and observed response rates from anonymised client data. Flags indicate potential issues requiring investigation, not confirmed instances of customer detriment. Actual results will vary.
Issue calculator Based on typical responses across our client base Policies sold annually{{ dPoliciesLabel }} Potential urgent customer issues identified annually {{ dFlagsLabel }} Responses requiring immediate action - issues that may otherwise go undetected Try it free* *Qualifying distributors only"Partnering with Adviser.ai has been a key enhancement through bespoke interactive digital communications that keep customers informed, test customer understanding, and give us unique customer insight."
Laura McGraw CCO, Reassured"Adviser.ai is playing an increasingly important role in customer engagement processes across our business."
Paul Foody COO, LifeSearchIllustrative only. Based on an observed association across our data rather than proven causation, and not a guaranteed result. Actual outcomes depend on your customers, products and processes.
Policies sold per year{{ policiesLabel }} Average commission per policy{{ commissionLabel }} Pre-adviser.ai cancellation rate{{ rateLabel }} Clawback today {{ clawNowLabel }} Estimated new rate {{ newRateLabel }} Estimated commission saved per year {{ savedLabel }}Assumes post-sale check completion rises from 40% to 70%
Try it free* *Qualifying distributors onlyEach connects to your CRM and reaches the right customer at the right moment - identifying issues, keeping cover relevant and reducing cancellations.
View all retention productsEvery new customer reviewed, surfacing issues before they become clawbacks.
Automated reviews that keep cover current and surface real need.
Keep policy value front of mind and open new opportunities.
Engage at-risk customers the moment a payment fails.
The full suite of engagement journeys, the architecture behind them, our six core products and the bespoke work we build for you.
Explore how it works Going deeperOur engagement expertise, reporting and insights, compliance, Consumer Duty and ISO 27001 security.
Take a deeper dive Trust & safetyISO 27001 certified, with end-to-end controls across access, data, resilience and incident response.
View security detailThe UK's largest protection brokers already use Adviser.ai to reduce clawback, protect commission and improve customer outcomes. Try it free and see the numbers for your business.
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