# Adviser.ai > Adviser.ai (Adviser Technologies Limited, London) provides automated, own-brand customer engagement for UK protection insurance distributors. Its journeys connect to a distributor's CRM and reach customers by email and SMS: after the sale (post-sale checks, cover reviews, benefit reminders, retention) to find issues early and reduce cancellations and clawback, and before the sale (lead generation, AI concierge, digital fact finds, digital scripting) to prepare customers for adviser calls. ISO 27001 certified; data hosted in the UK. Key facts: - Audience: UK protection insurance brokers and distributors (life, critical illness and income protection). - Delivers engagement outcomes at up to 14x lower cost than equivalent phone-based work (Adviser.ai client data). - Clients named on the site include Reassured, LifeSearch, Howden, Vita and Cavendish Online. - Contact: 020 8050 1295, Kemp House, 128 City Road, London EC1V 2NX. - Full text of the main pages: https://web.adviser.ai/llms-full.txt ## Solutions - [Retention solutions (home)](https://web.adviser.ai/): Adviser.ai helps protection brokers engage customers with digital journeys - better business and customer outcomes at up to 14x lower cost than by phone. - [Acquisition solutions](https://web.adviser.ai/pre-sale.html): Pre-sale automated engagement that prepares protection customers before the sales conversation. ## Retention products - [Retention products overview](https://web.adviser.ai/core-products.html): Adviser.ai post-sale products - Post-Sale Check, Cover Review, Benefit Reminders and Retention - identifying issues and reducing cancellations. - [Post-Sale Check](https://web.adviser.ai/post-sale-check.html): Post-Sale Check - every new customer reviewed automatically, surfacing issues before they become clawbacks or complaints. - [Cover Review](https://web.adviser.ai/cover-review.html): Cover Review - automated review intent journeys that keep details current, surface real need and arrive as high-intent requests. - [Benefit Reminders](https://web.adviser.ai/benefit-reminders.html): Benefit Reminders - keep policy value front of mind with branded reminders that drive engagement and open new opportunities. - [Retention](https://web.adviser.ai/retention.html): Retention - engage lapsed customers the moment a payment fails, diagnose the issue online and re-engage efficiently. ## Acquisition products - [Lead Generation](https://web.adviser.ai/lead-generation.html): Adviser.ai delivers protection customers who are expecting a call - informed, engaged and ready to talk. - [AI Concierge](https://web.adviser.ai/ai-concierge.html): AI Concierge joins up your website and the phone, turning consultant calls into expected conversations. - [Digital Fact Finds](https://web.adviser.ai/digital-fact-finds.html): Digital Fact Finds — intelligent data collection before the call. Deeper insight, faster, with the customer already engaged and ready to talk. - [Digital Scripting](https://web.adviser.ai/digital-scripting.html): Digital Scripting - structured, compliant conversations that build trust and keep every interaction consistent and outcomes-driven. A groundbreaking combination of sales psychology and technology. ## Platform - [Platform](https://web.adviser.ai/platform.html): The Adviser.ai platform - how it works, a deeper dive into our approach and expertise, and our ISO 27001 security. Shared across every solution we offer. - [How it works](https://web.adviser.ai/how-it-works.html): How Adviser.ai works: automated customer engagement journeys across the whole policy lifecycle - from fact find to retention, connected to your CRM. - [Deeper dive](https://web.adviser.ai/deeper-dive.html): A deeper dive into Adviser.ai - engagement expertise, reporting and insights, compliance and Consumer Duty. - [Security](https://web.adviser.ai/security.html): Security at Adviser.ai - ISO 27001 certified, with robust, end-to-end controls designed to protect sensitive client data to the highest industry standards. ## Company - [About us](https://web.adviser.ai/about-us.html): The story of Adviser.ai: built on decades of protection industry experience, shaped by adversity, and driven by a belief that things can be better. ## Legal - [Privacy Policy](https://web.adviser.ai/privacy-policy.html): Adviser.ai privacy policy - how Adviser Technologies Limited collects, uses and protects your personal data. - [Data Privacy Notice](https://web.adviser.ai/data-privacy-notice.html): Adviser.ai Data Privacy Notice - how Adviser Technologies Limited processes personal data on behalf of our clients for the individuals they contact through our platform. ## Resources - [Protection Knowledge Base](https://web.adviser.ai/knowledge/): Plain-English answers on UK life insurance, critical illness cover, income protection, underwriting, claims, trusts and managing a policy (150+ articles). - [Industry Insights](https://web.adviser.ai/insights/): Articles for protection distributors on persistency, cancellations, clawback, post-sale engagement and Consumer Duty. ## Optional - [Changelog](https://adviser-ai.releasenotes.io/): Product release notes. - [Service status](https://adviserai.statuspage.io/): Live platform status.