Every new customer reviewed automatically - surfacing issues before they become clawbacks or complaints.
Try it free Checked automatically after every sale Does the customer understand their cover? Are the details correct and complete? Any early signs of cancellation risk? Anything that needs a human to step in?Not a sample - a digital check on every new policy, automatically, at a fraction of the cost of manual QA.
Surfaces the issuesMisunderstandings, wrong details and at-risk customers are flagged early - before they turn into clawbacks or complaints.
Routes to a personOnly the cases that need a human land in your team's action list - prioritised and ready to work.
Primary KPI: cost per issue surfaced. Figures illustrative, drawn from anonymised performance data across our platform.
A confident, well-informed customer is far less likely to cancel - and a documented check on every sale is exactly the ongoing engagement Consumer Duty expects. One journey, two commercial wins.
Fewer clawbacksInformed, supported customers keep their cover in force for longer.
Fewer complaintsMisunderstandings are caught and corrected early, not at claim time.
Consumer Duty evidenceA structured, timestamped record of engagement on every customer.
Post-Sale Check runs automatically against your book and connects to your CRM - for protection brokers, networks, mortgage firms and beyond.
Protection BrokersAutomated review intent journeys.
Keep policy value front of mind.
Engage lapsed customers and re-engage efficiently.
View all retention products →See how Post-Sale Check reduces clawback and evidences Consumer Duty across your book.
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