A complete client picture
Keep contacts, households, relationships and case history connected. Pick up the conversation with the context already in front of you.
BUILT AROUND PROTECTION ADVICE
More clarity.
Closer client
relationships.
From the first conversation to the next policy review. Bring your clients, advice and everyday work together in one considered workspace.
Built for UK protection teams · Private alpha
YOUR WORKING DAY Illustrative preview
A LITTLE MORE HEADSPACE
Everything in perspective.
Your clients. Your priorities. Your next step.
08Active cases
03Tasks today
02Upcoming reviews
Today’s focusNext action
AM
Alex MorganFamily protection
Complete fact findJT
Jamie TaylorIncome protection
Review provider termsSR
Sam ReedPolicy review
Prepare review meetingPurpose-built for the way you adviseAdvisersSupport teamsAgency managers
ONE CONNECTED PLATFORM
The whole relationship.
Not just the next sale.
Give every part of the protection journey a place, with information connected around your client.
Cases with a clear next step
Follow progress through your pipeline, assign ownership and record what needs to happen next.
Advice with a traceable story
Connect fact finds, protection needs and versioned recommendations, from the first conversation to the final advice.
Applications through to policies
Track underwriting requirements and provider decisions, then carry the relationship into ongoing policy reviews.
A more organised working day
Keep tasks, appointments and supporting documents close to the client and the work they belong to.
Assistance with context
Ask questions about authorised records and approved knowledge. Review and confirm supported AI actions before anything changes.
Feature availability depends on configuration and permissions. External integrations and AI remain subject to live acceptance.
FROM CONVERSATION TO CONTINUITY
A clear path through
complex work.
Understand
Build the client picture. Gather information and record protection needs.
Recommend
Connect the evidence to your advice and preserve recommendation history.
Progress
Track applications, outstanding requirements and provider decisions.
Stay connected
Record policies, plan reviews and keep the next conversation in sight.
CONTROL BUILT INTO THE WORKFLOW
Client information
deserves care.
Useful software should make responsibilities clearer. Indvisly brings access controls and recorded actions into the everyday flow of work.
Currently in private alpha. Production security, operational and professional reviews remain release requirements.
Organisation-scoped access
Records and server permissions are scoped to the active organisation.
Sensitive information, separate controls
Health and lifestyle information has additional permission and access controls.
Human decisions stay human
Supported AI write actions need explicit confirmation and reauthorisation.
A history you can follow
Recorded changes and versioned advice help teams understand what happened.
A FEW USEFUL ANSWERS
Before you
step inside.
Who is Indvisly for?
UK protection advisers, brokers, support teams and agency managers who need a connected way to manage client relationships and protection cases.
Can I start using it today?
Indvisly is currently in private alpha for invited testing with synthetic data. Existing testers can sign in. General availability and pricing will be announced after production acceptance.
Does it connect to email and calendars?
Google and Microsoft integration adapters are implemented. Live connections depend on configuration and provider acceptance; they are not yet generally available.
Can AI change my records automatically?
Supported AI changes are presented as proposals. They require your explicit confirmation, a fresh permission check and an audited action. AI assistance also requires an enabled, configured provider.
Is this a client portal?
The current platform is for adviser teams. A separate client portal for secure information gathering and document sharing is a proposed future addition.
Does the software guarantee compliance?
No. Access controls, evidence history and audit records support your processes. Your firm remains responsible for its advice, procedures and professional compliance review.
YOUR NEXT STEP, CLEARLY IN VIEW
A calmer place to do
important work.
Already part of the private alpha? Your workspace is ready.
Sign in to the platform