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Our Protection & GI Proposition

Enabling you to protect your customers while diversifying your income stream.

Our Protection Proposition

We fundamentally believe that protection should be a foundational element of all high-quality financial planning. This is precisely why we have built a proposition that enables each of our member firms to advise their customers with confidence.

Market-Leading Panel

We have a market-leading panel of providers with innovative products and technologies. Each of our providers is easily accessible and able to provide support to ensure your product knowledge is always up-to-date.

Solution Builder Technology

Revolution is fully integrated with iPipeline’s Solution Builder technology. This intelligent protection quote tool allows our member firms to efficiently compare protection products side by side to quickly identify the right solution for each customer.

BDM Support

To help your firm maximise opportunities, we provide regular best practice training. Our BDMs are always on hand to support you in discussing protection with customers.

Referral Service

To ensure every suitable customer has a conversation about protection, we provide a referral option to Stonebridge Protect. Our skilled team of advisers will guide your customers from initial enquiry through to writing the policy in trust.

Our General Insurance Proposition

Our general insurance proposition helps our member firms to protect their customers, while enabling them to place business quickly and profitably.

We work with a range of GI providers, all of which provide a comprehensive, quality product with a great claims service.

Revolution is fully integrated with LV= SmartQuote technology, providing a fast and efficient GI portal. Advisers can generate accurate customer quotes in seconds.

If you haven’t arranged GI before or are keen to expand this area of your business, our Business Development team is always on hand to support and advise.

To access this and more, join the Stonebridge Mortgage and Protection Network today >

Find out more about our proposition

Mortgage Proposition

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Developing Your Business

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