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EATT 2025 Battle of the Tech Demo – ProtectionGuruPro

Synopsis:

  • Protection Guru Pro – Provides in-depth technical analysis and dedicated training for wealth advisers on protection products.
  • Quality and Value Assessment – Enables advisers to evaluate protection products based on quality and value, not just price, aligning with FCA requirements.
  • Underwriting Integration – Connects with UnderwriteMe to streamline underwriting, offering real-time underwritten premiums and swift acceptance of terms.
  • Comparison Tools – Compares quality scores and prices across protection products, helping advisers recommend the best value options to clients.
  • Client Details Input – Allows efficient entry of client details to generate assessments and underwriting results quickly.

In their own words:

 

  • TBC

Company Info

HQ:  UK

Founded: 2021

Product Displayed: ProtectionGuruPro

Presenter: Ian McKenna & Jason Coleman

Our analysis

Website

LinkedIn

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What is EATT?