ProtectionGuruPro PMS
Protection Advice Redefined
Provide a “consumer duty ready” value assessment today!
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7-DAY FREE TRIAL
NOTE: If you have already registered for the ProtectionGuru site, you can use these same login credentials to sign up to ProtectionGuruPro or access the free trial
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KEY FEATURES
HOW IT WORKS
WEBINARS
COSTS
CONTACT
NEW
Compare quality alongside fully underwritten pricing
Provide your clients with more comfort that the price you give them is the price they will pay!
A better experience for your client.
Putting the control back in your hands. Build trust by giving your client clear outcomes. Have confidence that you have made the right recommendations.
Be more compliant
A variety of reports providing comprehensive compliance records and justifying product selection.
Better consumer outcomes
Compare features and benefits alongside fully underwritten premiums to get the best outcome foryour client.
Understand if you can put your client in a better position
Show whether a newer policy can provide better critical illness cover based on what the client is likely to suffer from
Save time
UnderwriteMe’s Protection Platform allows you to compare fully underwritten premiums to help you manage customer expectations as early as possible.
Increase confidence
Practising medical professionals assessing critical illness wordings and analysis of features most relevant to your clients’ specific scenarios.
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Compare historic CIC policies
Demonstrate whether a new plan can provide better cover for your client or if they are better off keeping their current plan in place.
Doctors assessment
Detailed assessment of the quality of cover conducted by our panel of qualified medics
Based on your client
All scores are unique to the client and based on their age, gender and smoker status.
Highlights the differences
Identifies conditions where the historic policy provides better cover
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
Replacement business
Compare older CIC policies to identify if a new policy provides better cover
Consumer duty
Assess the value of protection plans by combining quality and cost
Compliance
Download a short or full compliance report to justify recommendations
Benefit types that can be anaylsed
Life protection
Critical Illness
Income Protection
Family Income Benefit
Business Protection
How it works
USER GUIDE
FAQs
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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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Historic CI policy comparisons
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Express quality comparison
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Custom quality comparison
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Results screen
Where we get pricing from
Upcoming webinars
Protection Guru Pro have added a new comparison service highlighting the exact changes between existing critical illness policies and new protection plans.
The service benchmarks legacy plans from all major UK insurers over 20+ years Uniquely the benchmarking is undertaken by a panel of practicing medical professionals best placed to understand the detailed and complex medical language used. This process has never previously been applied to legacy product comparison.
In this session we will demonstrate how ProtectionGuruPro works and how advisers can use it to demonstrate the best possible critical illness recommendation for the client.
Watch a recent webinar (current plan comparisons)
Our awards
What does it cost?
Single license
- 10 credits per month (120 across a year)
- £35 plus VAT per month
- £2 per additional credit (see explanation of a credit below)
- 12 month contract
A credit will be deducted for each historic policy compared. If comparing current policies only, a credit will be deducted when you generate a report. Each credit entitles the user to unlimited additional current policy analyses for that same client on the benefit type that the comparison has been run on.
(i.e. if an Income Protection report has been downloaded for Mr Smith, you can download as many additional Income Protection reports for Mr Smith without any further credits being deducted. If you go on to download a term assurance report – life only, critical illness only or life with critical illness – an additional credit will be deducted, however you will then be able to generate as many additional term assurance reports for Mr Smith without any credits being taken).
Want to know more?
If you would like to learn more about ProtectionGuruPro, understand how the tool may support you with your consumer duty requirements or arrange a demonstration please do not hesitate to get in contact with us.