Protectix is an AI protection planning platform designed to support advisers, mortgage brokers and paraplanners during the research and pre-selection stages of protection advice. It addresses a specific operational challenge: the time and complexity involved in evaluating protection products across the whole of market, particularly where clients present health conditions, existing coverage or affordability constraints. The platform provides two tools, Selectix™️ and Agentix™️, which use AI to analyse client circumstances against insurer product ranges and return structured guidance.

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KEY FUNCTIONALITY

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