Services / Platform capability

The journey, connected.

Customer and product services provide the foundation. The next stage adds oversight and network controls, with build status made explicit.

Status reflects the supplied business document dated 24 October 2026; “Built” does not imply availability to every firm.

01Built

Quote & application

An online quote and application journey, with Direct Debit set-up through Trent-Services.

02Built

Client portal

A My policy client area for the customer and product journey.

03Built

Partner Hub

Referral codes and commission reconciliation for partners.

04Built

Business Flow

A dashboard bringing together business flow for Trent products.

05Built

AR websites

The Shelter4you website template for appointed representatives.

06In build

AI file checking

Proposed checks for consistency, affordability, suitability, disclosures and vulnerability, with human review of exceptions.

07In build

Oversight & case gates

A planned Oversight dashboard, pre-submission checks, check references and bypass flags.

08In build

Network controls

Planned onboarding checks, FCA notification packs, call review and approval-led website releases.

The intended workflow

One record travels
from enquiry to commission.

The proposed end-to-end journey brings documents, checks, policy activity and fees back to the same record. Amber and red cases are intended to go to human review rather than bypass it.

Target workflow · includes in-build capabilities

Proposed workflow: enquiry, fact-find, AI pre-submission check, human review for exceptions, lender submission, completion, protection, commission and dashboard updates — Workflow diagram from the supplied platform business document.

Understand the controls and responsibilities.

Explore compliance