INSURANCE ADVICE TOOL

Structured Insurance Advice, From Fact Find to Recommendation

Adiso’s insurance tools help advisors capture the right client information, assess protection needs and prepare clear recommendations. By combining structured data capture with AI-powered insights, advisors can move efficiently from client discussion to compliant advice.

Capture client needs clearly

Understanding a client's financial situation and protection needs is the foundation of quality insurance advice. Adiso provides structured fact find tools to capture the information required to assess appropriate cover, including personal and family details, income, existing cover, financial commitments, dependants and client goals.

Information discussed during meetings can also be extracted from transcripts and used to populate relevant sections of the fact find automatically.

Insurance policies — policy overview with cover details in Adiso

Analyse protection needs

Once the client's information is captured, advisors can assess potential risks and protection gaps across life insurance, income protection, trauma and health cover, and debt protection. Advisors can clearly document the reasoning behind their recommendations as part of the advice process.

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Prepare clear recommendations

Adiso supports the creation of structured advice documents that outline the client's needs, the recommended cover and the reasoning behind the recommendation. Advice documentation can be generated using the client information already captured in the system, reducing the need for repetitive manual work. Completed documents can be reviewed, adjusted and shared with the client for sign-off through integrated digital signature tools.

Insurance policies — full policy view with navigation in Adiso

Manage policies and claims

Adiso also helps advisors maintain visibility over a client's insurance arrangements — tracking current insurance policies, historical advice records, client coverage details and claims or policy changes. This provides a centralised record of the client's insurance position over time.

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Integrations with insurance platforms

Adiso is designed to integrate with leading industry tools to streamline the insurance advice process. Future integrations will allow advisors to connect directly with insurance comparison and quotation platforms to assess available policy options.

Insurance advice tools sit alongside Adiso's broader platform capabilities including client management, meeting intelligence, compliance monitoring and opportunity tracking — helping advisors deliver well-structured advice while reducing administrative overhead.

Insurance advice tools — part of the connected Adiso platform

See how it works

Book a demonstration to see how Adiso helps insurance advisors capture client needs, prepare recommendations and manage policy information efficiently.

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