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Adviser.ai for Financial Coaches

  • Spend less time “selling”, and more time coaching
  • Ensure every client considers protection, without feeling pushed
  • Maximise protection revenue for your business

Are you a financial coach?

Would you like to spend less time selling products, and more time coaching? 

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 you.

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 is designed to ensure that every one of your coaching clients get a chance to consider their protection needs, but without feeling “sold to”.

Avoid Regulatory Issues

  • Most financial coaches are not authorised to discuss protection in anyway and could in fact be breaking rules when doing so.
  • Adviser.ai ensures any financial coach can safely introduce protection without requiring FCA authorisation rules.

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

The whole process will take you no more than one minute in your coaching sessions.

 

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 - financial coaching!
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 your coaching services.
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 after your coaching session.

What conversions can I expect?

100

Check completion

70

Clients requesting quotes

60

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 use Adviser.ai to book an appointment with their allocated protection adviser at a time that suits them (Your client will never receive unwanted phone calls).
  • In the appointment, your clients allocated protection adviser will then be required to follow the pre-prepared conversational prompts within their Adviser Dashboard to ensure 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. This means you can have absolute faith in the conversation the 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.

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 coaches and their clients.

  • Client-focus approach

    Build and sustain quality relationships with every client.

  • Personalised email & SMS

    Key to maintain trust between coaches and their clients.

Find out how we can help your business

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