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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 submission 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.

Our Case Managers have access to an early warning system and technology to get lapsed policies back on risk, reducing your risk of commission clawback and clients being uninsured and unable to claim.

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

Apps submitted on the evening and over the weekend