- Monitor adviser quality at point-of-sale
- Transform your adviser training
- Unmatched sales insights for your business
- Link adviser service directly to performance targets
- Create a competition out of service
- Gamify adviser service
Post-Sale Check & Report
Simplify post-sale checks, reduce admin, and keep clients informed
Transform your post-sale process into a seamless, digital experience that builds trust, improves data accuracy, and drives long-term retention. Use it to drive the highest sales quality, transform adviser training and achieve huge savings on customer service costs.
50
Savings on customer service costs
50000
Average saving in costs per year per Adviser
50
Reduction in clawback
Increase Revenue and Streamline Post-Sale Compliance
- Advisers receive direct customer ratings and feedback. Identify coaching opportunities and ensure consistent, high-quality advice across your team
Triggers direct actionable alerts
- From document errors to vulnerability disclosures, advisers are notified and prompted when action is required
Boost customer retention & trust
- Send each customer a personalised post-sale experience that confirms their cover, reminds them of benefits, and builds long-term loyalty
Instantly identify policy issues
- Receive instant notification of any issues raised by customers. Automatically flag missing documents, unclear terms, or potential lapses so you can resolve them early before they lead to clawback or complaints
Ensure Accuracy After Sale
Check key details with every customer after every sale
- Have they received their policy documents
- Have they checked their policy documents and are they correct
- Do they understand what their policy covers and how it works
- Customers can raise issues easily and immediately online
- Customers can disclose any vulnerabilities online
- Enables customers to rate adviser service
Every Customer, Fully Supported
Deliver the ultimate service to every customer
- Provider specific ‘Check Your Details’ reminder
- Reminder to cancel any existing cover where relevant
- Notifies customers about placing their policy in trust
- Easy to add trustee and beneficiaries online
- Highlights specific policy benefits available
- Link the customer journey to your Trust Pilot
How the Post-Sale Check Works
- Automated Customer Message – Once a policy is live, customers receive a personalised email or SMS inviting them to review their cover. The message highlights the importance of checking details in case of a future claim.
- Customer Verifies Their Policy – They’re guided through a step-by-step digital review of their new policy, with prompts to confirm accuracy and flag any issues.
- Trust & Feedback Options – Customers can easily provide trustee and beneficiary detail (if applicable), rate their adviser’s service, and review insurer-specific policy benefits, improving engagment and clarity, as well as reducing cancellations.
- Adviser Dashboard Integration – All completed checks and any required follow-ups feed directly into your Adviser Dashboard. Advisers are notified of all actions, for example placing a policy in trust, correcting errors, or scheduling a callback.
Track Responses Instantly
View all responses in your Adviser Dashboard
- Filter completed Post-Sale Checks by action required
- View summary details of completed Post-Sale Checks
- Access all customer answers by selecting view all answers
- Access trustee and beneficiary details
Empower Customers with Clarity and Optimise Adviser Workflows
Reduce lapse & clawback
- Ensures every customer understands and fully appreciates the value of their policy, and flags issues before they become cancellations
Simplifies trust placement
- Captures trustee and beneficiary detail at the perfect moment, saving advisers time, reducing admin pressure and improving compliance
Automate follow-ups
- Replace manual post-sale calls with a streamlined digital check that captures every response and routes actions straight to your dashboard
Claims process
- Ensure every customer is clear on their specific insurer claim processes, helping reduce stress at difficult times
Monitor service. Track issues. Drive improvement.
The Post-Sale Check built-in reporting tool makes it easy to measure individual and team performance across multiple metrics, giving leaders complete oversight.
- Improve adviser accountability and sales quality
- Increase retention through better post-sale engagement
- Reduce admin time and clawback with automation
- Identify training opportunities instantly
Next-Gen Sales Visibility
Elevate adviser performance with real-time sales insights
Reports can be filtered by date range, department, or adviser and exported as PDFs with redacted customer data for compliance.
Find out how we can help your business
Automation and smart engagement, without sacrificing the human touch.
