PROTECT Advisor by GTA

About 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.