How it works for Life Insurance Advisors​

Advisor-e combines formal risk management and project feasibility templates to enhance the value of your service offer to business owners.


Start by identifying the risks & opportunities facing the business owner

Collaborate with the business accountant to quantify the financial loss or opportunity using the models found in Advisor-e

sales-support-1-1Cash Volatility Analysis
sales-support-1-2Indicative Business Value Model
sales-support-1-3Revenue/Feasibility Scenario Model

Prepare your client report using the Advisor-e ​share transfer & key person models & collaborate with the business lawyer to document the shareholder's wishes

sales-support-2-1Business Insurance Values calculation model
sales-support-2-2Client Business Insurance report
sales-support-2-3Example share transfer deed on offer

Manage the entire engagement using the automated action plan reminders hosted in Advisor-e


Support the business owner and their professional advisors via the Formal Risk Management framework hosted in Advisor-e


Watch How Advisor-e Works For Life Insurance Advisors...

Our Engagement Management Platform makes it easy for Life Insurance advisors to collaborate with other professionals in the service of business owners.


If you’re ready to increase the quality of your service delivery to private business owners, request a demo by completing the form today.

Book Your 30min Demo