This video demonstrates how Protection Guru 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.
In this video you will learn:
- How to run an IP comparison using the Express route and select products to compare in detail
- How to pass a client through to UnderwriteMe and complete underwriting questions, including health disclosures
- How underwritten premiums are returned directly into PG Pro, showing which insurers have accepted on standard terms
- How this workflow supports Consumer Duty obligations around value for money and timely personalised advice
