Distribution
80% increase in productivity, 40% increase in sales
Transform your distribution capability with a holistic advice engine that empowers advisors, streamlines operations, and dramatically improves business outcomes.
50%
core activity rate improvement
80%
increase in gross written premium
5x
product basket expansion
40%
increase in policies sold
Distribution challenges solved
Financial advice distribution faces critical challenges that limit growth and profitability
Limited advisor capacity
Advisors can only serve a limited number of clients, restricting growth and market penetration
Limited product focus
Traditional models limit advisors to selling one product per client interaction, missing cross-sell opportunities
Administrative burden
Administrative work consumes up to 60% of advisor time, reducing client-facing activities
Compliance complexity
Increasing regulatory requirements add complexity and risk to the advice process
Advisor retention
High turnover due to income volatility and challenging productivity requirements
Technology fragmentation
Multiple disconnected systems create inefficiency and data silos
The Lifecheq solution
Our platform transforms distribution channels through a powerful combination of technology and expertise
Built for every distribution model
Whether you run an adviser network, a franchise, or a white label operation — the results speak for themselves.
Engagements per month
10 - 20
Product holdings per sale
1 - 2
Product basket size per client
100% - 150%
Product lifetime (years)
3 - 5
Cross-selling enablement
Empower advisors to sell 4-5 products in a single meeting with an intelligent advice engine that automatically identifies cross-sell opportunities.
Automated needs analysis
Personalised product recommendations
Seamless multi-product applications
Operational efficiency
Streamline workflows, reduce administrative burden by 60%, and achieve near-perfect compliance with automated processes and built-in controls.
Automated compliance checks
Paperless application process
Seamless multi-product applications
