Free drafting sample
See NeedsIQ Adviser draft adviser-facing notes on a fictional case.
We run a live adviser-facing drafting sample against Sarah Mitchell, a fictional 34 year old married mum of two with a £185,000 mortgage and no protection beyond death-in-service. You will see possible identified needs, the illustrative protection gap and a draft option bundle with illustrative sums and premium ranges, all generated in the next 30 seconds, for adviser review.
Not regulated advice. Adviser-facing drafting sample only.
The output below is generated against a fictional client. It is not a recommendation to any real person. It must be reviewed, amended and signed off by an FCA-authorised adviser before any use with a real client.
Generate your sample
We will print your name on the result so you can show it to a colleague. No card. No spam. Your email lets us send you the full submission pack template.
Real AI output
Same Anthropic model and prompt the live product uses.
Adviser facing draft
Draft talking-point prompts and illustrative figures for adviser review, not a chat transcript.
~30 seconds
Same wall clock you would see in the live product.