Skip to content

Case Management

Case Management

Reduce the time and hassle involved in selling protection

Outsourced end-to-end case management

We make administering protection as easy as possible, managing the full application: from completing the application, submitting it to the insurer, chasing GPs for cases needing medical underwriting and dealing with underwriters.

Using us to administer your protection saves you on average, three hours per case, freeing you up to meet and advise more clients. We’ll keep you updated, every step of the way, through your Case Manager and our case tracking system – which is available 24/7.

Your dedicated Case Manager will focus on getting your client’s policy on risk, as quickly as possible. They are your single point of contact for all your protection cases, understanding you and your clients, creating better efficiencies to help you grow your protection business. 

We’re the only end-to-end protection administration service in the market – no one makes selling protection easier.

What you get with our case management team

One point of contact for all your cases

Online case tracking tool for status updates

Disclosure Protection freeing you from this risk

Apps submitted in the evening