Your team spends up to 25% of their time digging for information they’ve already collected.

Anticipate. Structure. Add Value.

Your day moves fast.

One client walks in asking for a vehicle insurance certificate. Another calls to add a young driver on his insurance contract. A third wants to review their income protection.

Each request is handled seriously—often on the fly—but without always leaving a trace or building continuity.

That’s the daily reality for many insurance intermediairies:
Useful interactions, scattered across time. Valuable info, poorly centralized.

And that way of working hits its limits—fast.

• Your team spends up to 25% of their time digging for information they’ve already collected.
• Cross-selling stalls: the average client holds just 2 policies, while well-equipped clients carry 7 or more.
• Advice often goes unrecorded—even though documenting it is a legal requirement, and oversight is tightening.

Every year, tens of thousands of complaints are filed by clients against intermediaries. And in more than half of the cases, the ruling favors the client. That’s not just a statistic. It’s a wake-up call.

It points to one thing: the urgent need to structure client relationships, strengthen advice delivery, and show the value of your support. DutyAdvisor was built for exactly that.

Designed by and for insurance professionals, it helps you:

• Get a full view of the client’s ecosystem—family, projects, financials
• Guide conversations with smart, relevant prompts
• Document each piece of advice and build on every interaction
• Ensure consistent follow-up—no matter who’s handling the case

DutyAdvisor doesn’t replace your role. It strengthens it. It secures it. It shows the value you bring. Turn advice into a long-term advantage.