PROTECT Advisor by GTA

Protect Advisor by GTA is an AI-powered workspace that thinks with you. It’s the new foundation for how modern advisors manage clients — automating the busywork, surfacing what matters, and giving you control like never before. It runs alongside your existing AMS, automating ACORD forms, structuring client data, surfacing and reducing E & O exposures, and preserving audit-grade records. With hundreds of intelligent functions powering risk analysis, document workflow, and communication, Protect Advisor streamlines compliance and collaboration without replacing your AMS. Highlights • Securely manage personal + commercial clients in one workspace. • AI interactive technology – Smart Summaries simplify coverage communication. • TruthSource™ + DataLift™ deliver verified, structured data for accuracy across forms. • RiskShield™ intelligent functions surface E&O exposures early. • ProtectXtract™ turns policies and requirements into actionable intelligence. • ACORD automation with built-in audit logs for every form. • Immutable audit trail preserves regulator-grade records. • Advisor-in-control workflow – review and approval required before delivery. • AMS companion – enhances existing systems without replacement. • GLBA-compliant privacy and security with enterprise-grade encryption. Empower your workflow. Strengthen your compliance. Elevate your client experience. Protect Advisor — is the future of risk management. Onboarding & Availability Protect Advisor by GTA requires onboarding through GTA Technology. To activate, visit gta-technology.com or contact [email protected]. Available in the United States for licensed insurance professionals. Non-U.S. users may access only when supporting U.S. insured assets.