Advise quickly and effectively


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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“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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