Overview
FINPLAN Protect is our practice management and CRM solution for insurance advisers, providing a comprehensive platform for the provision of protection advice.
The integration between UnderwriteMe & FINPLAN enables efficiencies in the sales process whilst utilising UnderwriteMe's unique Protection Platform. It feeds data from FINPLAN into UnderwriteMe, reducing the need to rekey any client information, and subsequently returns Product Information and Documentation into FINPLAN for the recommended products, supporting a compliant Protection sales process.
Customisable workflows
By providing fully customisable workflows, advice businesses can configure FINPLAN Protect to match the process they follow when delivering advice.
Accurate fact-find records
Accurate fact-find records linked to advice outcomes are stored in FINPLAN Protect, enabling you to evidence and target better client outcomes to meet your obligations under Consumer Duty.
Unique income matching capability
The unique income matching capability in FINPLAN Protect supports advice businesses in better managing company finances whilst simultaneously reducing overheads.
Unique client onboarding
The FINPLAN Protect client portal delivers a unique client onboarding process, as well as an array of tools and data to keep clients engaged.
Join our demo
Join our 30 minute demo held every Tuesday and Thursday, where our experts will guide you step-by-step through The Protection Platform explaining how it works and answering any questions you may have.
