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Adviser Tools

We’re committed to supporting advisers to have confident, meaningful protection conversations with their clients. Our range of practical, ready-to-use tools and resources are designed to help you explain the value of individual protection products clearly and recommend it with confidence.

The Building Blocks of Life

Watch and read more about our animated consumer video

Underwriting Guides

Click here to read our members underwriting guides

Calculators

Click here for our members calculators

Value Added Services Matrix

A quick-view summary of the services available across the market, with direct links to providers websites.

ASU Matrix

Check out our practical, side-by-side guide to Accident, Sickness & Unemployment products

AI Support 

Explore practical AI tools and resources designed to help financial advisers and businesses

CIExpert Insight Zone

Click here to sign into CIExpert's Insight Zone dashboard

Glossary of Terms

Click here to read our glossary of income protection terminology

Consumer Duty

Click here to read good practice guidance and a checklist for dealing with vulnerability

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