Help your customers protect what matters most.
Wherever they are in life, give customers the power to make smarter choices for their future and their financial wellbeing, with the Sherpa Protection Score.
What makes the Score so smart?
Combining data and behavioral sciences with actuarial algorithms, the Score provides consumers with a 360 lifetime view of their unique risks and needs.
x9 Data Collection
On average, customers share 9x more data with the Score than they would with a standard purchase journey.
Gamification + Re-engagement
Key features tap into deep behavioral impulses, stimulating action. Progress and achievements are rewarded.
What it measures
Carries out a comprehensive risk and resilience assessment across 26 risk events spanning life, non-life and health.
Just keeps getting smarter
The Score continually adapts to changes- the more data a customer inputs, the smarter the brain becomes.
Meet the Dashboard.
Score Highlights
At a glance, consumers quickly understand where they’re protected, and where they’re at risk.
Personalized Action Plan
Unbiased, custom-tailored recommendations, ranked by what’s most important to them.
Unlock New Features
Gamification tools motivate consumers to boost engagement, activity and return visits.
Financial Wellbeing
Visuals, guidance and action steps that go beyond simply buying insurance.
Personalized advice that really works.
We make the complex simple. We cut through the noise to deliver the best outcomes for your customer’s budget.
The Score coaches and helps your customers make smarter choices for the things that matter most.
It’s like giving your customers their very own personal insurance advisor – all at the click of a button.
A Score that grows with your Customers.
Life is ever-changing, full of risks and opportunities. That’s why, as a consumer’s life evolves – so too does their Score.
Driven by data, the Score adapts as your customers’ circumstances change.
Inspiring meaningful impact for financial wellbeing.
Our mission is to deliver personal, relevant and actionable advice for all.
More Knowledgeable.
Knowledge is power. Give consumers a clear understanding of what they need today, to be better prepared for tomorrow.
More Confident.
Embolden your customers to act. Transform the complex task of choosing the right coverage into a simple, achievable action plan.
More Engaged.
Strengthen your customers’ loyalty and engagement by delivering an experience that offers real value, today and for the future.
Looking to learn more about Sherpa or chat to the team? Let’s get you booked in for a demo.
Looking to learn more about Sherpa or chat to the team? Let’s get you booked in for a demo.