Case Management
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.
