The only platform that does it all
Complete one application, compare quick quotes, underwritten prices, and product features, and put clients on risk - all from a single platform.
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Explore what's new
We are constantly improving and simplifying our existing features to offer a superior customer experience for financial advisers in the UK.
A connected platform
Our platform is seamlessly integrated with top tier CRM systems helping us to build a connected ecosystem.
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Comparison made easy
Our integration with CIExpert and ProtectionGuru allows you to compare quotes from multiple insurance providers, so you can choose the one that suits your client's budget and requirements.
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Join our daily demo
Join a 30 minute demo held at 12pm, where our experts will guide you step-by-step through The Protection Platform explaining how it works and answering any questions you may have.
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Frequently asked questions
Haven't found what you are looking for?
Please reach out to info@underwriteme.com
How to register on The Protection Platform?
To set your account up we need to take some information from you.- Fill in the registration form by providing your individual details and company information.
- We will then register your company and provide access to the advisers once we have verified the terms of business with the insurers.
How does The Protection Platform help with pre-sales enquiries?
The Protection Platform offers fast and fully underwritten quotes from multiple insurers based on their rules engines which advisers can convert to full applications later to submit to the insurer of their choice. No need to pick up the phone and call all the insurers separately.How do I add multiple products to the application?
Once the personal details have been captured you will be taken to the next page where you will be able to select from 5 different products. Simply select the product, complete the required information on the page, and select “Yes” to add another product. You can see all products selected as part of the application for the different lives.How does The Protection Platform help to understand the decision in terms of terms being offered along with the exclusions?
Using The Protection Platform, advisers can very clearly understand why the price has changed based on any new disclosures and also outline the exclusions and specific reasons regarding why the terms of the decision are updated.How does The Protection Platform help with Compliance?
We are integrated with 3 industry-known quality analysis systems - Defaqto, CI Expert and Protection Guru Pro.Using the benchmarking tools enabled in The Protection Platform, Advisers can easily compare different provider products and key features versus competitor offerings. The comparison tools helps drive client conversions and customer retention - it facilitates instant provider and product identification which allows advisers to have factual conversations with clients whilst discussing the various provider USPs.