Score Revamps Business Protection Support to Close the Protection Gap

Quick Summary

Score has launched business protection sourcing within its platform to help advisors address the growing protection gap. The update introduces automated suitability letters and integrated workflows for Relevant Life and Executive Income Protection, allowing intermediaries to manage complex business risks within a single, auditable CRM environment.

How Does Score Improve Business Protection Sourcing?

Score solves the fragmentation of business protection sourcing by embedding the entire journey into its core intermediary platform. By integrating with Iress’ The Exchange, the platform allows advisors to capture client requirements and generate quotes without switching software. This all-in-one workflow ensures that business protection sourcing is as structured and transparent as mortgage advice.

• Automated suitability letters reduce administrative burden.
• Dynamic fact finds capture group and beneficiary data instantly.
• Integrated case tracking provides a full audit trail for compliance.

What Specific Risks Does This New Support Address?

The revamp targets the notorious protection gap by enabling better-structured conversations between advisors and business owners. Currently, the platform supports Relevant Life policies and Executive Income Protection, with Shareholder Protection currently in testing. These tools help firms mitigate unnecessary financial risk caused by the loss of key personnel or business partners.

• 25 million people supported via the wider ClearScore Group.
• Real-time accounting and document management within the CRM.
• Multi-Policy Sourcing features to handle complex client needs.

FF NEWS TAKE:

Score’s move to integrate business protection sourcing directly into the mortgage CRM workflow is a significant step for advice quality. By removing the friction of external sourcing, they are making it harder for advisors to ignore the protection gap. This isn't just a feature update; it's a strategic play to own the entire advisor desktop and ensure better client outcomes through holistic financial protection.