Intelligent Protection is a fact find, quote and apply software which helps advisers to prioritise their client's protection needs and provide comparative illustrations for multi-benefit menu plans. Once a product and provider selection has been made by the adviser, together with the client, the system automatically generates a draft suitability text tailored to each client's demands and needs.
In addition to receiving its latest award, the Intelligent Protection system has received awards at the Cover Magazine Excellence Awards and Money Marketing Awards.
