Win More Business with Zero Cost Add-Ons








Why This Matters to Brokers and Insurers:


Leads with Context and Readiness: Instead of cold or uninformed prospects, brokers receive clients who have already confronted and understood their core planning needs. This allows brokers to focus their time and expertise on offering tailored financial and insurance solutions, rather than explaining basic concepts or convincing prospects of their importance.
Higher Conversion Rates: Clients who have been pre-educated about the risks of inadequate planning and the necessity of protective services tend to move faster through the decision-making process. This reduces sales cycles and increases policy uptake, benefiting both brokers and insurers.
Reduced Risk of Mis-Selling: Because clients come with a clearer understanding of their needs and the reasoning behind financial solutions, brokers can provide advice with more confidence and compliance assurance. This strengthens trust, reduces regulatory risk, and enhances client satisfaction.
Strengthened Broker Relationships: By partnering with MyProtector, brokers gain a competitive edge — offering a seamless client experience that starts with education and leads to actionable solutions. This positions brokers as trusted advisors, not just product sellers.
Insurer Brand Differentiation: Insurers connected with MyProtector benefit from association with a trusted educational platform, reinforcing their commitment to client protection and legacy planning beyond just selling policies. This can differentiate them in a crowded market.







Providing Qualified Opportunities for Brokers

Increased revenue | Greater market share | Reduced operating costs | No client acquisition costs






PLANNING PLATFORM
The MyProtector platform is purpose-built to automatically generate advice and service requests for brokers and insurers — triggered by each member’s unique planning journey. Our technology ensures that educational solutions are applied effectively to each client’s real-world needs and lifestyle.
EDUCATION PROGRAMS
Every client is guided through a structured planning education strategy — helping them understand and navigate the key aspects of financial, legal, estate and heritage planning.
NEW QUALIFIED LEADS
Our partners’ services are seamlessly built into the platform — providing education and practical solutions at every stage. Clients can request advice directly through the Get Advice feature, integrated into each planning template. Every template connects clients with relevant products and services to support their journey and help them address key risks.

- Post-Quiz results = Behaviour Rewards
- Insurance Quotes = New Leads
- Call Me Back = Leads follow-up
- Is this for me assessments = Needs Results
- Action Plan results = Leads for risk
- Merchant Partnerships = Exponential Growth & Leads

SERVICE REQUESTS
The platform continually generates service requests as part of the client’s planning journey. These requests are automatically routed to the linked broker or insurer — creating warm opportunities for your sales team to engage and support clients.









Our Management Dashboard

Myprotector educates clients and drives them to your business where your services are available.








Empower Your Business with a Digital Solution.

MyProtector uses a value-packed platform that not only enhances client service but also drives business growth. From built-in needs assessments, personalised action plans, and lead management tools to automated notifications that keep key people informed, the platform simplifies your processes while positioning you as an indispensable resource.

It offers landing pages to promote opportunities, integrated emergency services, and a news hub to keep clients engaged. With customised financial education content, quizzes, and rewards, you can boost client interaction while generating valuable leads.

Revenue opportunities are built in through direct links to your quote systems, and detailed reporting keeps you in control. Plus, with a system to manage external queries efficiently, you can focus on what matters - growing your business and serving clients better.

Advisor dashboard


Client base



Use this section to download all relevant documents related to your clients such as insurance, pension, medical, identity, investments etc and any agreements between you and the client.

Launch codes



This area will be used to create your financial planning landing page and link or “Launch Code” for your clients to use. Through this unique Launch Code the Myprotector technology will recognise the client as being linked to you and will track any further communications such as marketing material, financial educational material and advise records etc.

Recurring revenues



There are various revenue streams that will drive your business success. The Myprotector digital platform allows you to generate additional revenue through various services. The automated flow of obtaining new leads and revenue means that your digital business creates instant returns with very little effort.

Lead generation



Anytime a client contacts you via their Financial Planner with a query it will be displayed here. This area thus provides a quick overview of “Open Leads” that need to be dealt with and will show any leads that have already been dealt with.

Needs evaluations



The needs analysis not only identifies financial risks for the client, but also gives you the opportunity to remedy the situation and to record the outcome of the consultation through a "client advice record” for compliance purposes.

Communication hub



This area provides you with the tools to communicate directly to one individual client or to several clients simultaneously. Because it goes directly to the clients Financial Planner it encourages your clients to use and be more interactive with the technology and yourself.

Education hub



Education is the key to successful financial planning. This area allows you to upload pre-defined educational articles to any area of the planner for your client to review to assist them with any particular subject. It also allows for links to your website or to other links where you choose to reveal further education.

Agency force



Myprotector is committed to helping people to realise their full potential and truly believes that each one of us has a gift to offer the World. We aim to show our members how to best capitalise on the planning fundamentals and we pride ourselves on our ability to help people earn additional income and to build a business that supports their personal and family vision.

System performance



The Myprotector technology automatically measures the break even and the total rand value of services offered to your clients. In addition to this, it will also measure the return on investments, client satisfaction and the sustainability and security of the technology.



Strengthen Your Brand.

With myPROVAULT, brokers gain a powerful, branded platform that seamlessly integrates their business identity into every client interaction. From your logo and headshot appearing consistently across the vault and database forms, to customised sections designed specifically for your business needs, everything is tailored to reinforce your presence.

Clients are guided directly to you whenever they need advice, with clear calls to action, visible contact details, and direct links to your quoting system and website - making it easy for them to engage with your services. Your educational content enhances your credibility, while the inclusion of your own business partners’ branding and networking opportunities positions you as a trusted, go-to advisor at every step.











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The MyProtector Membership Agreement is provided by MyProtector Group (Pty) Ltd (Reg. No 2023/725775/07). Myprotector.net myPROVAULT is a specialist cloud platform since 2003 and is wholly owned by MyProtector Group (Pty) Ltd. Disclaimer: The information provided by MyProtector is for educational and informational purposes only and should not be interpreted as personal financial, legal, or tax advice. MyProtector partners with qualified attorneys, fiduciaries, tax professionals, and financial insurance institutes to offer services and quotes to members. While members are welcome to consult with MyProtector's qualified advisors for further guidance, personal advice will only be provided through proper consultation. Quotes and services from insurance partners are provided independently, and MyProtector does not endorse any particular provider.