Our technology provides everything a protection advisor needs to both run their business and deliver exceptional advice to their clients – from finding the right protection product to CRM, application submission, and a comprehensive digital marketing platform.
FINPLAN Protect is our practice management and CRM solution for insurance advisers, providing a comprehensive platform for the provision of protection advice.
What does FINPLAN PROTECT do?
- FINPLAN Protect provides a customisable workflow that allows tailored fact-find screens to be configured within the system for each advice process, enabling a firm to build a unique fact-find across all protection product types.
- With third-party integrations covering all aspects of the advice process, from quotations across life to general insurance, support advisers in delivering both appropriate advice and accurate information to clients.
- FINPLAN Protect has at its heart our unique income-matching capability, enabling access to accurate and up-to-the-minute management information, and tracking of financial KPIs.
- By providing fully customisable workflows, advice businesses can configure FINPLAN Protect to match the process they follow when delivering advice.
- Accurate fact-find records linked to advice outcomes are stored in FINPLAN Protect, enabling you to evidence and target better client outcomes to meet your obligations under Consumer Duty.
- The unique income matching capability in FINPLAN Protect supports advice businesses in better managing company finances whilst simultaneously reducing overheads.
- The new FINPLAN Protect client portal delivers a unique client onboarding process, as well as an array of tools and data to keep clients engaged.
- Users are able to suggest and vote on new enhancements to FINPLAN Protect, with a commitment to the best ideas being delivered.