Increase Revenue
Unlock additional income by revisiting existing plans, upgrading cover, or adding new relevant benefits.
Increase Retention
Regular protection reviews build trust and loyalty — reducing the chance of clients switching to another broker.
Save Time
Eliminate hours of manual admin with a smooth, repeatable, automated client outreach schedule.
Maintain Compliance
Improve client satisfaction by proactively reviewing circumstance changes while keeping the FCA on-side.
Unlock the Hidden Value in Your Client Bank
In most advisory firms, there’s a significant untapped revenue opportunity sitting silently in the form of existing protection clients left unreviewed.
Review Start is a purpose-built solution to help advisers capitalise on this — while delivering a better experience for their clients, and helping to satisfy their regulatory obligations.
Why Review Client Protection?
Advisers can deliver better outcomes through up-to-date cover that reflects changing needs and life stages, such as:
- Health changes
- Smoker status changes
- Family circumstance changes
- Occupation or financial changes
- Mortgage changes
- Insurers may have improved cover or a better deal
Get in touch to find out how we can help protection brokers, mortgage advisers, or any intermediary firm wanting to drive revenue, build loyalty, and stay compliant — all while reducing manual workload.
How We Can Help
Review Start lets you manage your clients and send scheduled review invitations and reminders, at intervals of your choosing. Customise your templates, schedules, and set up a call-to-action button your Calendly or contact form link, and we’ll do the rest.
Our scheduling system is automated, and handles unsubscribes for you. Set up your preferences, and wait for the review bookings to come in.
Easy as 1-2-3
- Set up your email settings, timings, and make use of placeholders to swap in policy start dates, adviser names and more.
- Import your client data in bulk from a CSV file.
- Enable the daily scheduler to send your review invitations on auto-pilot, while you focus on your clients.
AI Enhanced Insurance Health Pre-Screening
FormStart is a health questionnaire tool that processes insurance applicant health data on behalf of partner companies, including insurance advisers, insurance companies and insurance brokers.
Use your branded page to capture your client’s health and lifestyle information pre fact-find to give you the cutting edge in advice. AI tools help triage cases based on UK underwriter data, or use our chatbot to learn about lifestyle factors and health conditions and the possible impact on underwriting.