Not every booking happens in a slick online checkout. The Agent Platform is designed for high-touch sales environments where speed and trust matter.
When a customer needs to use their protection, Protect Group handles the full refund application journey and customer support directly, including assessment and payout.
And because customer experience matters as much as conversion, Refund Protect is rated 4.8 stars on Trustpilot based on tens of thousands of reviews, helping you reassure customers (and agents) that support is in safe hands.
Agents can add Refund Protect during or after the booking flow (where enabled), with a guided experience that keeps things simple and reduces training time.
The platform supports clear presentation of protection options, helping agents confidently explain what is covered and how customers get support when things change.
Agents can quickly find relevant booking details and view protection status, reducing back-and-forth and improving speed to resolution.
When customers need help, the platform helps agents direct them to the right pathway quickly, ensuring a smoother experience and fewer escalations.
Set up structures for branches, franchises, and sub-agents so you can run reporting, governance, and performance management across your whole distribution ecosystem.
Track revenue, conversion, and product performance by branch, region, or agency group. Identify top performers, spot where uptake is dropping, and see where enablement will make the biggest impact.
Keep the experience consistent across agents with controlled wording, standardised product presentation, and a single source of truth for how protection is offered.
We configure your agency structure, brand requirements, and product set. Agents can be organised by branch, franchise, region, or partner network, with appropriate access levels.
Agents create or locate a booking, then add Refund Protect using a guided flow designed for speed and clarity.
Use reporting views to monitor performance across your network and identify where optimisations, training, or product expansion will drive the biggest uplift.
When customers need help, the platform supports clean handoffs and clear pathways so customers get fast outcomes and agents stay informed.
