Everything you need to get the most out of Protection Guru Pro.
These short video guides cover the core workflows in PG Pro — from setting up your account and managing clients, to running comparisons across life, critical illness, income protection, and family income benefit. Whether you’re new to the platform or want a refresher on a specific feature, each video is designed to get you up to speed quickly.
Use the videos alongside your day-to-day work, or work through them at your own pace to build confidence across the full range of tools available to you.
Getting started with Protection Guru Pro
How to Link iPipeline with PGP
A short guide to connecting an iPipeline account to Protection Guru Pro via the price settings screen, including how to retrieve credentials or set up a new account.
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How to Link UnderwriteMe with Protection Guru Pro
A brief walkthrough of how to connect an existing UnderwriteMe Protection Platform account to PG Pro, or set up a new one, via the price settings screen.
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How to Add, Edit & Search for Your Clients
A short guide to managing clients within the PG Pro dashboard, covering how to create, edit, and search for client records.
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Running Comparisons in Protection Guru Pro
Running a Legacy Critical Illness Comparison in PGP
A walkthrough of how to use Protection Guru Pro to compare a client’s existing legacy critical illness policy against current market alternatives, using a worked example with a Royal London plan from 2017.
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Comparing Modern CI Plans Effectively
A detailed run-through of how to use PG Pro to compare critical illness policies, from filtering results to interpreting a condition-by-condition breakdown in a report that doubles as a compliance record.
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How to Run a Life Insurance Comparison with PGP
A walkthrough of setting up and running a life insurance comparison in PG Pro, from client creation through to downloading a detailed report that supports a compliant, evidence-based recommendation.
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Value for Money Driven Advice – Family Income Plans
A walkthrough of running a family income benefit comparison in PG Pro, showing how to weigh quality against price and use the detailed report to support a value-for-money recommendation.
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How to compare Income Protection Policies
A demonstration of how PG Pro presents income protection comparisons by quality rather than price, and how to use filtering and budget tools to arrive at a well-evidenced recommendation.
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OTHER FUNCTIONS
Customising Protection Advice: Quality, Budgets & Excluding Products/Insurers
A demonstration of how to filter and customise an IP comparison in PG Pro to move from a large initial product set to a focused, quality-led shortlist that reflects the client’s budget and the adviser’s preferences.
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Selecting the Express vs Custom Route
An overview of the two routes available when running a comparison in PG Pro (Express and Custom) explaining when each is appropriate and how the Custom route allows feature-level tailoring.
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UnderwriteMe Walkthrough
A demonstration of how PG Pro integrates with UnderwriteMe’s protection platform to move from a quality-based IP comparison directly into real-time underwriting, producing personalised terms without leaving the workflow.
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Using Protection Guru Pro Product Data Tables
A walkthrough of PG Pro’s product data tables feature, which allows advisers to review and compare insurer data across specific policy features before running a client-specific comparison.
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