See every renewal coming, and every gap worth closing.
When clients keep their policies in one organised place, renewals stop slipping and coverage gaps become obvious. A simple way to manage renewals and grow accounts.
From scrambled renewals to systematic.
The problem today
- Renewals that lapse without warning
- Coverage gaps no one spots until a claim
- Cross-sell opportunities missed
- Client information scattered across insurers
With FamilySafe
- Renewal and expiry reminders built in
- Gap analysis that surfaces what is missing
- Natural, evidence-led cross-sell moments
- One client record across all policies
Made for broker firms.
Renewal tracking
Clients are prompted before policies lapse, so renewals are systematic, not last-minute.
Coverage-gap analysis
See where a household is under-covered, and advise with evidence.
Account growth
Spot cross-sell moments that genuinely serve the client.
“Renewals used to be a scramble. Now my clients are prompted automatically and I can see the gaps worth a conversation.”
Built for how your profession works.
Financial advisers
Consumer Duty evidence, faster fact-finds, reviews that start ready.
ExploreSolicitors & estate planners
Earlier engagement, less gathering, Probate Advisor integration.
ExploreInsurance brokers
Renewal tracking, coverage-gap analysis and account growth.
ExploreAccountants
Less document chasing, complete records at year-end, MTD adjacent.
ExploreEmployee benefits
A differentiated wellbeing benefit with measurable uptake.
ExploreCare providers
Resident and family coordination with ACP and a strong data posture.
ExploreTurn renewals into relationships.
Simple, capped commission rules, a charity option, and a model built around your clients, not a sales funnel.
FamilySafe supports professionals with client organisation tools. It does not provide regulated advice and does not change your regulatory obligations to your clients.