Frequently Asked Questions

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.