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Automatic follow up when protection need shows
Dependants, a new home, a bigger mortgage. When a client shows protection need, your assistant opens the conversation. No reminders, no chasing.
For mortgage brokers
Create an AI assistant in your brokerage's name. It picks up the protection conversation after every mortgage and books clients back in with you.
Plans from £99.00/mo + VAT, with usage credit included. Month to month, cancel anytime.
Whole of market search
Let's get started with a whole of market search. I've used your mortgage details to set it up.
Why mortgage brokers use it
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Dependants, a new home, a bigger mortgage. When a client shows protection need, your assistant opens the conversation. No reminders, no chasing.
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Explanation, fact find, indicative prices and booking. One journey in your name and your colours, wherever you share your link.
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Clients who aren't ready today get a conversation that stays open. They ask questions in their own time and come back to you when they're ready.
Advice stays with your advisers. Client data stays in your firm's workspace.
Everything in your account
Customers reply where they already are, with the whole conversation beside each one in your inbox.
Watch how it worksThe assistant offers times and books the call into your calendar, so people come back ready to talk.
Watch how it worksTurn renewals, lapsed cover and quiet leads into personal conversations, one person at a time.
Watch how it worksReminders and hand-offs to your team happen on time, so nothing waits on someone remembering.
Watch how it worksEvery reply is checked against your rules and recorded with the reason, ready for your compliance team.
Watch how it worksThen choose a plan and add a card. Month to month, cancel anytime.
Not sure yet? Ask our assistant anything about the platform: it runs on the same software you'd be signing up for. Or book a call with the team.