Reimagine Insurance Engagement with a ADVISOR-First Platform.
PROTECT gives you unmatched visibility, smarter alerts, and full control across personal and commercial accounts—without changing how you work. No integration required. Built to run alongside your AMS.
PROTECT by GTA Technology
Delivering Tech-Driven Insurance Excellence
For the Advisor
Give clients clarity and control—while you stay ahead of risk, tasks, and compliance.
For the Platform
Sync commercial and personal workflows with full transparency and zero integration.
For Licensing
Evaluate a patent-pending platform that embeds intelligence across the full insurance lifecycle
How It Works
See PROTECT by GTA Technology in Action
PROTECT by GTA Technology delivers smarter insurance infrastructure—built to serve advisors, not replace them. Whether you're managing households or businesses, PROTECT gives you unmatched visibility, faster response tools, and a clearer way to stay ahead of risk.
“The World of Protect” (Short Overview)
“The Vault” (Protect Intro)
“Inside Protect” (How-To Walkthrough)
For Advisors & Agents
See What You Manage. Act Sooner. Protect More.
Whether you're managing renewals, issuing COIs, or tracking ACORD submissions—PROTECT puts your entire book in one clear dashboard. It works across personal and commercial clients, runs alongside your AMS, and keeps everything connected between you and your team.
View Client Renewal Notices and Claims
Spot issues earlier—from policy expirations to open claims—before they cause coverage gaps.
Send and Receive Updates Directly in the App
Push renewal prompts, receive documents, and sync follow-ups—no email delays.
Track Renewal Dates & Policy Status at a Glance
See active, pending, and missing policies across both personal and commercial clients.
Assign and Manage Multiple Clients Effortlessly
Segment, delegate, and review tasks across households, businesses, or teams.
Generate ACORDs with ACORDFlow™
Auto-fill, submit, and store ACORD forms—without PDFs or staff rework.
Issue COIs with CertLogic™
Track, manage, and resend Certificates of Insurance with alerts built in.
Why PROTECT?
Built to Make ADVISORS Faster, Smarter, and Safer
Real-time visibility across every policy, client, and risk—without changing how you work.
Advisor-Controlled. AMS-Ready.
PROTECT runs alongside your AMS—no integration needed. You stay in control.
Real-Time Alerts for Personal & Commercial Lines
Flag gaps, expirations, and ACORD delays before they become exposures.
From Tasks to Action in One Tap
Request documents, send COIs, and update statuses instantly inside the app.
Strengthen Trust. Reduce Misses.
Clients see your value. You see everything that matters—before it’s too late.
Built to Scale
For Advisors, Platforms, and Strategic Partners
Whether you’re a solo advisor, a growing agency, or a strategic buyer evaluating platform infrastructure—PROTECT adapts to how you work. It runs alongside your AMS with no integration required. And when deeper workflows are needed, we support licensing, custom deployment, and full enterprise integration.
Patent-pending. Advisor-first. Ready to scale with your firm—or power your next product.
