Insuristic Estate Protect

  • Exclusive to Insuristic
  • Arrange Estate Administration Indemnity Insurance in seconds
  • Quote estates up to £3m in approximately 40 seconds
  • Save between 30-50% off our insurer partners open market pricing
  • No requirement to place a Section 27 Notice or local notices when buying Section 27 Insurance
  • No requirement for genealogy reports for estates under £350,000 (if a Missing Beneficiary Insurance quote is requested)
Insuristic Estate Protect

Scheme Eligibility

Insuristic Estate Protect has been designed for estates up to £3,000,000 with no known issues.

  • There is no requirement to purchase a Section 27 notice when arranging Section 27 Insurance.
  • If a Missing Beneficiary Insurance quote is requested, a genealogy report will be required if the Estate is over £350,000.  For estates under £350,000 all that is required is a verified family tree going back three generations.

Saving you time

Insuristic Estate Protect will transform how you offer legal indemnity insurance to your probate clients:

  • Easily offer Missing Will, Missing Beneficiary, Early Distribution and Section 27 insurance to every Probate client
  • Get a quote or arrange a policy in approximately 40 seconds
  • Insurance arranged via our secure online portal

Saving you and your clients money

You and your clients will save money because:

  • Pricing will be 30% less than our open market product for individual purchases; and
  • up to 50% less when all 4 policy's are purchased.

You and your clients will save further because:

  • A Section 27 notice or placement of a local notice is not required when you buy our Section 27 Insurance.
  • If a Missing Beneficiary Insurance Quote is requested, Genealogy reports are not required for clients with an estate under £350,000 (just a verified family tree going back at least three generations).

Protecting your PI

If a client hasn't been offered cover and they suffer a claim, they could blame you for not providing them with the right advice.

By offering  Missing Will, Missing Beneficiary, Early Distribution, and Section 27 insurance to every Probate client that needs the cover you are protecting your business from professional indemnity claims.

In the event a client doesn't fit the Estate Protect Scheme, Insuristic can help you source a bespoke policy from our insurer partner.

50 Second Demo

Check out our demo (there is no sound) showing you how quick and easy it is to get a quote.

You will see it took just 36 seconds to get a quote for an estate of £400,000 requiring Missing Will, Missing Beneficiary, Section 27 and Early Distribution Insurance.

You could also arrange unoccupied property insurance in less than 2 minutes

Our Probate Pro product is also available exclusively for our solicitor partners via the same secure portal.

Solicitors should be able to get an unoccupied probate property insurance quote in approximately one minute. 

You have the option to buy an annual policy or pay monthly in interest-free instalments.  There are no cancellation fees and you will receive a pro-rata refund for any unused cover.

There are very few questions to answer (or catch you out) and cover that includes £10,000 of contents cover and £10,000 of Escape of Water cover where the system isn't drained (full cover if it is) as standard.

For tricky or high-value properties you will have the full support of our broking team at SJL Insurance who will be able to provide advice and search the market for cover on your behalf.

We also take away the headaches caused by property claims.  All Probate Pro clients will have access to SJL Insurance's in-house claims team for support and claims management every step of the way.

Arrange a 30 minute Demo

Why not arrange a short demo today.  We could also show you Probate Pro at the same time.

Demo's will take up a maximum of 30 minutes of your time, so what is there to lose?

Click the button below to book a demo slot at a time that works for you.

About the Author

Rob Faulkner CEO of Insuristic

Hi, I'm Rob, CEO and Founder of Insuristic. My mission is to make insurance easier to understand and buy online.

I hold an Advanced Diploma in Insurance (ACII) which demonstrates I have a solid technical understanding of Insurance and have committed to continuous professional development. I am also a member of the Chartered Insurance Institute and hold the a Chartered Insurance Broker status.

Over the last 27 years, I have worked for insurers, insurance brokers and insurance technology businesses, specialising in product, sales and marketing.

You can find out more about me on my author page.

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Insuristic Limited is an Appointed Representative of SJL (Worcester) Ltd, who are authorised and regulated by the Financial Conduct Authority with the reference number 763599.  This can be checked by visiting https://register.fca.org.uk/s/

Registered Office: Unit 2, 262 Walsall Road, Cannock, England, WS11 0JL.  Registered in England and Wales No: 13926650. 

Insuristic is a registered trademark. ©Copyright 2023 Insuristic Limited.  All Rights Reserved.

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