Cover Review
Maximise customer engagment and drive policy reviews
Use Adviser.ai to save time and transform your review conversion. Easily reconnect with customers, uncover changes in their circumstances, and generate high-quality review opportunities.
Turn Policy Reviews Into High-Value Customer Conversation
- Deliver adviser-branded messages via email and SMS that feel personal. Automate multi-month campaigns that drive engagement without adding admin
Understand customer changes
- Customers can quickly update their life circumstances online, revealing natural review triggers like mortgage changes, income shifts, or new family needs
Create high-intent conversations
- Use your dashboard to guide the review conversation with context. Focus on what’s changed and deliver relevant, trusted recommendations.
Compliantly build trust and loyalty
- By signposting benefits and offering regular reviews, you keep customers informed, reassured, and connected to your brand, not just the policy
Personalised Campaigns
Send personalised campaigns to your existing customers
Send personalised marketing campaigns to your existing customers by email & SMS
- Schedule automated campaigns for up to 6 months
- Messages written as if created by, and delivered from, each of your Advisers individually
- Integrated email and SMS messages; developed by protection conversion experts
Review Changes
Customers conveniently review changes to their situation online
Enable customers to identify changes to their circumstances since taking out their existing cover
Receive high-intent requests from customers who have agreed to a policy review
- Customers can identify changes to their policy (e.g. mortgage, income, family, home, health, smoker status)
- Discover potential issues… (e.g. deterioration in health, smoker status, hazardous activities)
- Customers then request a call from you to discuss their changes and look into potential changes to their cover
Build Trust
Discuss changes and identify areas for updated quotes & cross-selling
- Use the Signposting in the Adviser Dashboard to discuss their changes in more detail, identify the most important and provide updated quotes where required
- The Dashboard creates a natural “flow” between the action the customer has taken online and your subsequent conversation with them
- The Dashboard enables you to spend far more time rebuilding your trust and relationship with the customer before looking at updated quotes
- Easily cross-sell additional protection products such as Critical Illness and Income Protection
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
Find out how we can help your business
Automation and smart engagement, without sacrificing the human touch.
