Insurance practices

Keep the client’s needs in view from discovery to review.

Bring household details, existing cover and the reasons for seeking advice into one client workflow. Meeting extraction supports your fact find, research keeps source wording available and document generation helps prepare a draft for your review. Insurance quoting runs through Quotemonster where enabled, with company setup, adviser authorisation and supported provider access. Manual quote entry remains available when live quoting is unavailable.

Enquire about the next intake Explore the workflow

Wellington’s coast with native plants and open sky — Insurance practicesSpecialist advice. Connected context.

Your working day

The detail of your discipline.
Without the disconnected work.

Build the recommendation from checked information

Review extracted meeting details, confirm the household position and work through needs analysis. Initiate authorised quotes and inspect the relevant policy wording, versions and replacement considerations. Use the evidence and your reasoning to prepare advice, then review the document before issuing it. Eligible meeting reviews and insurance practice scenarios provide a separate space to develop your communication skills.

Stay connected through application and renewal

Track underwriting requirements, documents and agreed actions with the engagement. Review policy matches when commission statements arrive. Anniversary and renewal alerts help identify clients to contact, while meeting history gives the conversation context. Fresh market comparisons remain your decision and must be initiated by an authorised adviser.

What runs underneath

The platform behind the practice.

CRM & client management

Keep client details, conversations, advice, documents and next steps together, with insurance quoting where enabled.

AI workforce

Bring Aria and specialist agents into meeting preparation, information retrieval and administrative workflows, with defined permissions and approvals.

Advice & planning with AI

Bring household information, modelling and advice drafting into the client conversation, with assumptions and adviser judgement in view.

Meetings & intelligence

Bring video meetings, transcripts, summaries and proposed next steps into the client workflow, ready for your review.

Sales coaching & training

Review eligible meetings against a structured coaching method, then rehearse the conversations you want to handle with more confidence.

Documents & signing

Prepare advice drafts from recorded context, refine them in the Smart Editor and manage signing alongside the client engagement.

Research & compliance

Find source documents, review advice files and organise FAP oversight work with clear responsibilities and evidence to inspect.

Commission & business operations

Import supported commission CSV statements, review policy matches and exceptions, and prepare adviser payout breakdowns.

Working across more than one discipline?

Explore other practices

The next conversation

Your practice.
With more room for advice.

Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.

Enquire about the next intake How the move works

The detail of your discipline.Without the disconnected work.