Advise quickly and effectively

Protection

Simplify client interactions with intuitive demands and needs capture, efficient joint applications, and integrated quotes.

Our Protection Experience mirrors real-world client interactions.

Zero in on your client’s demands & needs with our Simplified FactFind.

Streamline advice for households by capturing demands and needs for joint applicants simultaneously.

Say goodbye to redundant data entry; input your information once, and watch it populate both Solution Builder and Smartr365 seamlessly.

Source directly from your client’s needs and add sourced policy information to cases.

Integrated Quotes: Easily add quotes from Solution Builder to Protection cases in Smartr365.

View an overview of your client’s financial situation and their income and protection budget with a simplified interface.

Smartr365 is is the perfect CRM for:

‍Protection advisers seeking an intuitive interface, Mortgage advisers exploring the protection arena, or those wanting an all-in-one solution.

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Testimonial

“I use Smartr365 for protection because the new ‘needs & demands’ section makes it easier to document any protection shortfalls, the client’s priorities, and add notes which evidence how the recommended sums assured were calculated.”

— Tony Currie, Insurance & Protection Business Development Manager at My Simple Mortgage

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