BUILT AROUND YOUR DISCIPLINE
Build the relationship. Run the insurance business.
Ledger Black brings the full insurance advice workflow together with the tools that develop your team and run your FAP. Turn meetings into useful client information, keep recommendations connected to research and documents, and follow the commercial detail through commission reconciliation. It is a platform for the business, not just the contact list.
Talk about your practice
From the first conversation to a considered recommendation
Bring the household, existing cover and reasons for seeking advice into one client record. Meeting intelligence and fact-find extraction help prepare the information for needs analysis, while an authorised Quotemonster connection supports adviser-initiated quoting. Source documents and advice-generation tools carry the evidence into a reviewed recommendation. Sales coaching and voice practice help the team keep developing the conversations behind that work.
Keep the business connected after the application
Track underwriting requirements, documents and follow-up, then retain the context for ongoing reviews. Policy records connect to commission statement matching and payout preparation, giving operations a clearer view of the business written. Renewal alerts bring relationships back into focus; the adviser decides when a fresh market comparison is appropriate rather than relying on automatic re-quoting.
CONNECTED CAPABILITIES
The right tools, working together.
CRM & client management
Connect every lead, household, conversation and commitment to the work that grows your advice business.
ExploreAI workforce
Put Aria, client-scoped assistance and configurable specialist agents to work across your financial advice provider business.
ExploreAI-native advice & planning
Bring AI-assisted fact-finding, needs analysis, financial scenarios and advice preparation into one connected workflow.
ExploreMeetings & intelligence
Connect video meetings, transcription, searchable moments and fact-find extraction to the client record and follow-up.
ExploreSales coaching & training
Turn recorded meetings into evidence-led coaching, then rehearse the next conversation with realistic AI voice practice.
ExploreDocuments & signing
Create client-specific advice documents, refine them in the Smart Editor and carry the approved version through electronic signing.
ExploreResearch & compliance
Bring source documents, quoting, advice-file review and FAP compliance records into the flow of everyday work.
ExploreCommission & business operations
Bring commission statements, policy matching, adviser payouts, agency relationships and team operations into one business platform.
ExploreYOUR NEXT CHAPTER
Your entire firm.
A clearer advantage.
Less fragmented work. More connected intelligence. Let’s explore how Ledger Black can bring your advice firm together.
Talk to Ledger Black