Automation and smart engagement, without sacrificing the human touch.
Trusted by the UK’s top protection brokers
- Automate 100’s of tasks
- 50% ↓ your operational costs
- 3x ↑ your revenue per adviser
Take Control. Drive Growth. Empower Your Team.
Create higher quality enquiries
- Save time and get crucial insight on customer needs
- Ensure every customer genuinely wants a protection conversation
Take greater control sales processes
- Transform conversion and number of products per customer
- Prevent clawback and buyer’s remorse
Unlock value from existing customers
- Build and maintain an ongoing relationship with every customer
- Secure crucial additional revenue
Elevate adviser peformance
- Identify and fix issues before they escalate
- Monitor and improve the detail of every customer engagement
Our core products
Digital Fact Finds
Intelligent data collection. Deeper customer insights
Our Digital Fact Find feature revolutionises how protection businesses gather customer information. Designed for speed, accuracy, and compliance, it replaces lengthy calls with a secure, guided digital journey, helping you understand your customer better and faster.
Digital Scripting
Drive better conversations with intelligent digital scripting
The three main barriers for increasing sales for your protection business are trust, processes and time. Adviser.ai removes these barriers. Our Digital Scripting tool guides protection advisers through structured, compliant, and highly effective conversations. With a customer-first design, it builds trust while ensuring every conversation is consistent, engaging, and outcomes-driven.
Post-Sale Check & Report
Simplify Post-Sale checks, reduce admin, and keep customers informed
Post-Sale Check automates customer follow-up, improves policy understanding, and collects real-time service feedback, all while reducing admin, supporting compliance and driving customer trust. It is seamlessly integrated into your workflow; it’s smart, scalable, and built to elevate your customer experience.
Cover Review
Automated policy reviews that drive engagement, compliance, and new business
Automate client outreach, uncover life changes, and receive high-intent review requests, while also supporting compliance, boosting retention, and unlocking cross-sell opportunities.
Benefit Reminders
Stay front-of-mind, drive engagement, and unlock new opportunities
Timely, automated Benefit Reminders deliver personalised, branded messages that highlight policy value, strengthen trust, and open the door to referrals and cross-selling, all while supporting compliance and reducing admin.
Retention
Reduce lapses and clawback with smart Retention workflows
Automatically engage at-risk customers when payments fail, diagnose issues online, and re-engage them efficiently; lowering costs, protecting revenue, and boosting retention.
White-labelled engagement that builds trust
Deliver a seamless, fully branded experience that strengthens your relationship with every customer. Our platform works behind the scenes, so your brand stays front and centre.
- Build loyalty, enhance credibility, and take full ownership of the customer experience – all under your name.
- When policyholders recognise and trust the brand behind the mesaage, they’re more likey to open, click and act.
Your Subdomain, Your Platform
Host on your own branded URL to drive trust and create a smooth, professional experience.
Branded Customer Journeys
All communications: emails, texts, and inbox messages are sent from your domain and numbers, so customers always know it’s from you.
Smart Intergrated Appointments
Our system intelligently integrates with advisers’ calendars, enabling real-time booking of calls and appointments. This ensures seamless scheduling with minimal effort and maximum efficiency.
Quotes that inspire us
Tailor seamless cross-platform journeys
“A one-size-fits-all customer journey is not good enough. Switching between online and offline, ensuring journeys and experiences are designed around customer needs, is crucial.”
Debbie Kennedy, CEO, Lifesearch
Innovation drives the protection industry
“Technological innovation is the driving force behind most industries, and none more so than protection.”
Ian Mckenna, Founder, Financial Technology Research Centre
Financial advice needs a fundamental rethink
” The next generation of financial advice cannot be built on marginal efficiencies alone. It requires a fundamental rethinking of how advice is delivered.”
Paul Yates, Product Strategy Director, iPipeline
Adviser.ai is a “security first” company
Protecting sensitive client data is at the heart of everything we do. Our platform is built with robust, end-to-end security controls designed to meet the highest industry standards.
ISO 27001 Certified
Independently audited and certified, ensuring a globally recognised standard for information security management.
Advanced Security Features
End-to-End Encryption, Multi-Factor Authentication (MFA), Role-Based Access Control (RBAC), IP Whitelisting.
Data Protection by Design
Built-in safeguards aligned with GDPR and relevant data handling regulations.
Operational Security
Continuous Monitoring & Alerts, Vulnerabilty & Penetration Testing and Automated Backups & Disaster Recovery.
"A must-have"
“A game-changer”
“Awesome”
“Adviser.ai is great”
Meet our Founder
Adviser.ai is the brainchild of Luke Ashworth
“There can’t be many other people as passionate and experienced at the coal face of the protection industry”
Mike Pritchard
Find out how we can help your business
Automation and smart engagement, without sacrificing the human touch.
