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Integrations

Protection Platform

Simplifying the process for advisers’ protection sales, the integration of UnderwriteMe’s Protection Platform with 360 Lifecycle marks a significant step forward for protection sales.

Protection Platform Logo

The Protection Platform is an all-in-one, web-based solution that empowers financial advisers to quote and buy the most suitable protection for their clients. By aggregating underwritten decisions from multiple insurers into a single application, the platform simplifies the protection sourcing and submission process, across clean and complex cases.

Advisers using the Protection Platform can seamlessly transfer client data and underwriting decisions through to 360 Lifecycle in a matter of seconds.

Increased efficiency

Leverage the integration with 360 Lifecycle and easily transfer your client details. Save hours on admin tasks and remove complexities in your process.

Improved customer experience

Compare, advise and submit your application – all in one platform. Focus on building lasting client relationships.

Enhanced accuracy

Deliver transparent advice to your clients and build trust with underwritten decisions and real-time, accurate prices.

Faster process

A single application journey across 9 insurers and 30+ products. On average, 87% of life cover policies placed through our platform receive instant decisions.

360 Lifecycle x Protection Platform Journey

To activate the Protection Platform within 360 Office, follow these steps:
  1. Navigate to the maintenance tab and click on General > Common Settings > “Feature Configuration”.
  2. Under “Life and Income Protection Sourcing,” locate “Protection Platform Sourcing” and ensure the box is checked. Click “OK.”
  1. In the FactFind, click the three dots in the top right corner and select “FactFind Settings.”
  2. Enter your Protection Platform credentials.
  3. A green box will appear on the right to validate your credentials. Click “Save.”
  1. Ensure applicant information (including date of birth, smoker status, address) is filled out in the FactFind.
  2. Go to the sourcing area and select “Protection Platform Requirements,” and specify your requirements (e.g., life and critical illness cover).
  3. Customise cover details (applicant, cover amount, term, cover basis).
  4. Add additional products if needed.
  1. Select “Protection Platform”
  2. Log in using pre-populated credentials.
  3. Complete the application by answering questions and entering relevant health and lifestyle information.
  4. View quotes from providers based on entered data.
  5. Add desired quotes to the basket and proceed to direct debit details for application processing.
  1. Return to 360 Lifecycle’s FactFind.
  2. Navigate to sales data > submission sheet.
  3. Select “Retrieve Quotes” to view processed applications.
  4. Choose the desired quote and proceed with application submission or further details.

This walkthrough should simplify the process of activating and using the Protection Platform within 360 Lifecycle for sourcing and processing insurance applications.

Integrations

Curious about the Protection Platform and what it has to offer?

Reach out to our sales team, start a conversation via live chat, or complete the form on our contact us page.

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