Question form
Ready on site.
Hotel feature
Needs analysis for insurance and financial advisors, for UK teams
We build for how UK small and mid-sized firms really run: Companies House filings, bank holidays, VAT quarters and seasonal peaks. Structured questions record the client’s situation, goals and existing cover. Gaps become visible and the analysis forms the basis of the advisory record.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
The analysis starts in order
Ready sections exist for family, income, housing and existing insurance; the firm defines its own question set. Answers are combined with recorded policies so protected and uncovered areas show at a glance.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
The content of the analysis, assessment and recommendations are the adviser’s professional responsibility; the system only structures and records.
Frequently asked questions
Do we write the question set ourselves?
Yes; the firm’s own form is defined and, if wanted, stored with version control.
Related topics
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Client file for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
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