© Adviser Technologies Limited t/as Adviser.ai – Privacy Policy
Life Insurance, Critical Illness Cover and Income Protection
Use Adviser.ai to double your protection sales, and exponentially increase your business profits.
Trust is the biggest problem your Protection Advisers face
A deeper dive into why this product works
The three main barriers for increasing sales for your protection business are trust, processes and time. Adviser.ai removes these barriers.
Video 1: Introduction and Compliance Tabs
Ensures that every protection conversation is positive, confident and helpful from the start.
Video 2: Situation and Health Tabs
Gives every adviser an understanding of your customer’s qualifying circumstances before discussing products.
Video 3: Life Needs Tab
Ensures your advisers cover the full range of life insurance and critical options available to every customer.
Video 4: Affordability and IP Tabs
Makes it easy for every adviser to maximise cross-sell of Income Protection.
Video 5: Discuss & Send Quotes Tabs
The most efficient way for your advisers to prepare and send quotes to your customers.
Find out how we can help your business
The ultimate toolkit for protection professionals. Build a culture of excellence and maximise every opportunity.