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Adviser.ai for Mortgage Advisers

  • Spend less time on protection, and more time on mortgage advice
  • Fulfil your FCA Consumer Duty requirements
  • Maximise protection revenue for your business

Are you a mortgage adviser struggling with protection?

Would you like to spend less time on protection, and more time on mortgage advice? 

No one likes being sold to, especially when being sold life insurance. In fact, the harder you try to highlight the need for life insurance to each of your clients, the greater the chances of your clients losing trust in your mortgage advice.

It’s not your fault. It is an industry-wide issue. Most people don’t trust anyone selling life insurance.

At Adviser.ai we solve this problem. Adviser.ai ensures that all your mortgage clients get a chance to consider their protection needs, but without feeling “sold to”.

Avoid Regulatory Issues

  • Consumer Duty requires that every mortgage adviser ensures that your clients consider protection fully. This is across any protection need; Mortgage Cover, Family Cover, Critical Illness and Income Protection.
  • Adviser.ai ensures any mortgage adviser fully adheres to FCA Consumer Duty requirements with very little effort.

So how do you get the most from Adviser.ai for you, your clients and your business? 

It will take you no more than one minute with each mortgage client.

 

Here’s how it works:

1

Utilise time efficiently

Do not waste time “selling” life insurance to your client at all. Save the time to focus on what you do best - mortgage advice!
2

Explain the process to your clients

Simply explain to your client that you need them to complete your online insurance check as part of their mortgage application.
3

Send your online check

Log-in to Adviser.ai, and send your check immediately by email and sms for your client to complete as soon as possible.

What conversions can I expect?

100

Check completion

80

Clients requesting quotes

75

Clients purchasing protection

Adviser.ai gives you 100% confidence

  • When referring any client to a protection adviser, we believe you must have 100% confidence in how your clients will be treated.
  • If your client requests quotes, they’ll never receive unwanted phone calls. They’ll use Adviser.ai to book an appointment with their allocated protection adviser at a time that suits them.
  • In the appointment, your clients allocated protection adviser will then be required to follow the pre-prepared conversational prompts within their Adviser Dashboard.
  • This ensures none of your clients feel pushed, that they have every opportunity consider their needs, and make a decision to take out cover on their own terms.
  • The conversational prompts in the Adviser Dashboard adjust automatically based upon your clients answers in their digital fact find and their specific situation. You can have absolute faith in the conversation any protection adviser will have with your client.
  • You can request full visibility at any time of the specific conversation that their allocated protection adviser has had with your client, including access to call recordings.

Adviser.ai puts your clients’ experience first at all times

  • Maximise Clients Trust

    Avoid having to sell and put your client in control.

  • High completion rates

    100% check completion when you follow adviser.ai processes.

  • User Friendly

    Simple to use platform for advisers and their clients.

  • Client-focus approach

    Build and sustain quality relationships with every client.

  • Personalised email & SMS

    Key to maintain trust between advisers and their clients.

Find out how we can help your business

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