DI Presentation Software for Financial Advisors and Insurance Professionals.
OneProtection is cloud based, subscription software platform designed for financial advisors and insurance professionals to help them better position and sell adequate DI coverage to their clients.
A simple yet powerful way to present income protection!
Use data inputs specific to your clients situation to show a simple yet powerful presentation designed to significantly decrease client objections and improve your closing percentages.
Sharpen your skills and gain confidence with the platform income protection training videos and 1-on-1 live case training sessions.
Open discussions and share important information with clients about protecting their income using the different presentations tools.
 Meet your goals with additional resources like premium goal tracking tools, calculators and eBooks for marketing.