Your AI Protection Partner.Smarter Research.Faster Decisions.
Powered by AI, Protectix compares, analyses and reviews protection products in minutes.
Time-saving insights. Process consistency. Data-driven clarity.
Meet our AI Co-Pilots
Selectix™
Pre-Selection & Guidance Tool
- •Instant Matches — AI-driven product comparison and provider insights.
- •Deep Analysis — side-by-side product comparison with key features.
- •Workflow Efficiency — criteria-driven results for process consistency.
- •Team Consistency — standardised research across your team.
- •Documentation — export outputs for reviews and records.
Agentix™
Real-time AI Chatbot
- •On-demand Research — ask any product or provider question.
- •Provider Insights — embedded expertise with source-linked responses.
- •Document Support — guidance on requirements and evidence.
- •Accuracy, grounded — based on the latest data and sources.
- •Workflow Assistant — move from research to actions across tools.
Start Using Protectix Today
Experience the future of protection research. Full platform access with simple onboarding in minutes — secure, encrypted, and ready when you are.
How Protectix Works
AI-powered protection research trained on comprehensive product data, so you get faster insights and more accurate results.
Search
Enter your scenario or question. We surface products, provider insights and analysis.
Review
Compare key differences and insights with source-linked evidence.
Export
Export your research and notes into documents for records.
Trusted by leading firms
Frequently Asked Questions
Everything you need to know about Protectix and how it can transform your protection research workflow.
Protectix is ready from day one and your first protection planning case, built to sit in your meetings, our AI processes inputs, request and queries and returns comprehensive accurate, reliable and sourced product & provider data in seconds, compared to hours of manual research.
Protectix covers the core range of protection products — life insurance, critical illness, income protection, family income benefit, and whole of life. The platform is built on data from leading UK insurers, giving advisers a complete market view all in one platform.
Our AI models maintain a high level of accuracy, accountability and validation. Our models are continuously trained on real market data, regulatory changes, and protection criteria to ensure outputs remain sourced, detailed and precise. We never train our AI models on your data, inputs or information nor store or collect identifiable client information.
Protectix is a research and comparison technology platform, not a regulated decision-making or application system. It does not provide recommendations or interfere with decisions. All data is handled under UK GDPR requirements, with encryption and audit trails built in.
We provide comprehensive and tailored support including onboarding assistance, training materials, live AI chat support, and a dedicated success team with deep industry expertise for you and your team.
Yes. we offer a free, no obligation, no-commitment trials for both FCA registered advisors and non-advisors, so you can explore and utilise Protectix.
Yes, Protectix offers seamless integration capabilities with most popular CRM systems and can be adapted to fit your existing workflow. Our technical team provides full onboarding support.
Still have questions?
Our team is here to help you understand how Protectix can work for your business.