Redefining Protection Advice for the Digital Age

Too many people still fall through the cracks when it comes to life insurance and protection. Whether it’s a lack of understanding, friction in the advice journey, or missed follow-up—advisors need smarter tools to close the protection gap.

YAVIA Protection empowers advisors to deliver clear, consistent, and compliant protection advice—faster, with more impact, and total traceability.

The Problem We’re Solving:

• Over 80% of UK adults have a protection gap—because they don’t know what they need or how to get it.

• Manual journeys, clunky CRMs, and scattered client touchpoints create friction for both advisors and clients.

• Regulatory scrutiny around consumer duty means firms must now evidence the entire advice journey, not just the outcome.

How YAVIA Helps:

We streamline the entire protection journey—from first contact to policy review—with built-in compliance and digital-first client engagement:

✔️ Smart Client Onboarding:

Clients can complete fact finds, protection needs profiling, and document uploads—all in one intuitive app.

✔️ Intelligent Triggers

AI identifies gaps in protection coverage and prompts timely follow-ups—whether it’s critical illness, life cover, or income protection.

✔️ Journey Automation

Automated reviews, reminders, and needs-based check-ins keep clients protected as life changes.

✔️ Compliant by Design

Every message, recommendation, and review is logged and timestamped to create a fully auditable communication trail—a vital requirement for Consumer Duty.

✔️ Advisor Tools

Integrated workflows, communication templates, and prioritised task lists make protection sales more efficient and compliant.