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Protection Advice Redefined
Provide a “consumer duty ready” value assessment today!
Fast and easy analysis
Demonstrate the best plan for your client and meet your consumer duty obligations with ProtectionGuruPro
Quality assessment
Detailed quality assessment based on your clients’ specific needs
Critical illness
Independent medical practitioners assessment of critical illness wordings
Comparison of cost
Compare actual costs side by side with quality and download illustrations
Filterable results
Focus on plans that are relevant and remove those that are not
Consumer duty
Assess the value of protection plans by combining quality and cost
Compliance
Download a short or full compliance report to justify recommendations
How it works
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Settings
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Recover iPipeline WebID and Password
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Adding/editing/selecting a client
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Express quality comparison
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Custom quality comparison
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Results screen
Watch a recent webinar
Free for advisers until the end of August courtesy of:
HSBC Life manufactures protection products and was founded in 1988
Their mission is to provide a high quality, straightforward and efficient proposition.
Free trial expires in
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What does it cost?
ProtectionGuruPro is free until the end of August courtesy of HSBC Life. From September onwards there will be a monthly license cost.
Single license
- 10 credits per month (120 across a year)
- £40 plus VAT per month
- £2 per additional credit
Multiple licenses
1 to 4 licenses |
£40 plus VAT per license |
5 to 9 licenses |
£36 plus VAT per license |
10 to 19 licenses |
£32 plus VAT per license |
20 or more licenses |
Contact us |
For each license purchased 120 credits will be provided in a pooled pot which can be used across all licenses.
A credit will be deducted when you generate a report for a client. Each credit entitles the user to unlimited additional analyses for that same client on the benefit type that the comparison has been run on (i.e. if a CI comparison has been run for Mr Smith, you can run as many additional CI analyses for Mr Smith without any further credits being deducted).
Want to know more or book a demonstration?