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Introducing AI-Powered Protection Planning

Research, compare and review protection products & providers in minutes.Protectix is your dedicated, always-on, protection assistant.

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Protectix Dashboard
2 hours of planningcomplete and ready in 10 minutes.
Optimally lite, mobile friendly.Fully accessible on the go.

The Protectix Advantage.

Meet our AI-Copilots

We've rebuilt, redesigned and redefined how protection advice is being delivered, empowering advisers & brokers by embedding precision, purpose and proof into every conversation.

Selectix

Simple. Streamlined. Structured.

Handles complex, intricate and sensitive cases confidently.

Instantly cross-checks insurer rules, definitions and limits.

Compares existing policies, highlighting benefits and limitations.

Produces tailored reports to assist meetings, reviews and referrals.

Selectix Input View
Selectix Report

Immersive. Intelligent. Intuitive.

Expertly trained and securely governed AI engine.

Maintains high level of accuracy through proprietary learning.

Seamlessly save, store, amend and rerun inputs in seconds.

Agentix

Adaptable. Advanced. Auditable.

Receive insightful, dynamic, high-level, factual responses.

Discuss, explain and showcase protection queries, instantly.

Navigate, review and summarise protection documents, effortlessly.

Refresh, revisit or build upon existing comparisons, all in real time.

Agentix Interface

How Protectix Works

Unlock, elevate and supercharge your protection advice with AI.

Search

Surface products, provider rules, information and data in an instant.

Compare

Compare, clarify and query differences, value and results.

Share

Present your research and findings, ready for client meetings and reviews.

The Protectix Benefits

Create, secure and uphold credibility throughout the protection planning journey.

Reduced Prep Time

Up to 0% saved

Better Placed Applications

Higher Revenue Generated

Championing Consumer Duty

Greater client outcomes

Structure Your Research, Scale Your Advice

Join the advisers, brokers and teams currently using Protectix to support, simplify and deliver unparalleled protection advice.

Whether you're a large enterprise or a boutique firm, Protectix is tailored to your requirements.

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Frequently asked questions

Entrust Protectix to transform your protection workflow.

Absolutely, we offer a free, no-obligation, no-commitment, 7-day trial, so you and your team can explore and experience Protectix for yourselves.

Still have questions?

We're always here to help - simply drop us a message, or if you prefer to see Protectix live, book a demo or get started with a free trial.

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