Designed for the way insurance advice businesses operate

Insurance advice businesses rely on consistent client servicing, effective renewal management, and clear oversight as their client book grows. TAP supports these core needs, giving advisers the structure and visibility required to run an organised, scalable business — built specifically for New Zealand insurance advisers and local regulatory requirements.

Keep renewals and client servicing on track

Clear visibility across renewal activity, client touchpoints, and ongoing servicing makes it easier to stay proactive with clients. Advisers can maintain retention, strengthen long-term relationships, and ensure renewal activity doesn’t get missed.

Maintain structure as volumes increase

As client numbers grow, so does the need for reliable processes and accurate records. TAP provides a clear framework for managing day-to-day activity, helping advisers handle higher workloads while keeping client files complete, current, and easy to manage.

A more resilient advice business

For insurance advice businesses, focused on sustainable growth, stronger oversight and better organisation matter. With optional operational support alongside, advisers can meet obligations, protect revenue, and grow with confidence over time.

Learn more

Why insurance advisers choose TAP

Tools that support how insurance advisers work

TAP is designed around the realities of insurance advice, including renewals, policy changes, and ongoing client servicing. It brings clarity to client activity and servicing work, helping advisers stay organised without introducing unnecessary process overhead.

Governance that protects renewal income and long-term revenue

Clear records, consistent processes, and reliable oversight help insurance advice businesses meet regulatory expectations and protect long-term revenue. TAP supports governance as part of everyday work, without slowing advisers down or creating unnecessary admin.

No lock-ins, flexibility as your business evolves

TAP works across different advice business setups, giving advisers the flexibility to use the platform and services aligned with how they operate today, with room to adapt as their business grows.

Business support services that scale with your book

As client numbers increase, so does the demand on admin and servicing. TAP offers optional admin and operational support to help manage workload, maintain service standards, and free adviser capacity — without losing control of client relationships and business decisions.

Effortless onboarding and data migration

Switching systems shouldn’t slow your business down. TAP’s dedicated onboarding team handles the heavy lifting from setup through to data migration, ensuring a smooth transition with minimal disruption. Advisers can continue focusing on clients while TAP manages the change in the background.

Making everyday advising easier

Experience the confidence that comes from running your insurance advice business on a well-structured platform - bringing clarity to renewals, ongoing servicing, and client relationships.

Advise with ease

Streamlined workflows, clear renewal tracking, and organised client records help reduce friction, support reliable revenue, and keep your business running smoothly as your client book grows.

Stay ahead with confidence

Built-in structure and governance support help you stay on top of regulatory expectations, with consistent processes, records, and access to support as your business evolves.

Time to thrive

Spend less time on admin and follow-ups, and more time advising clients and building long-term relationships that support retention and sustainable business growth.

Learn more

Trusted by insurance advice businesses across
New Zealand

Ready to get started?

See how TAP gives insurance advice businesses the structure and visibility to retain clients and grow without added complexity.

Talk to our team

Learn more

Client testimonials

"I can focus on what I do best, which is creating meaningful relationships and producing results at work."

Watch as Abby shares how TAP allows her to focus on what she does best with the confidence that she remains compliant every step of the way.

Abby Woollaston, Redress Insurance

"I honestly can’t say enough good things about the TAP team and what they have created, such an adviser-friendly offering that suits both the smaller and larger adviser brokerages.”

Bryce Wilson, Long Burroughs

"It's for those who are serious about running and growing a successful business."

Watch as Regan explains how TAP empowers business owners by allowing them to focus on client engagement.

Regan Thomas, MoneyTree

"With TAP, I know that most of my things are taken care of, like compliance, admin tasks, bookkeeping, record keeping, and auditing. Once all those things are handled, a lot of worries are lifted from my shoulders, which is a big relief. I can then concentrate more on getting more business.”

Taj Singh, Expert Advice

Find the answers that you need.

TAP for Insurance Advisers

Why insurance advisers choose TAP

Trusted by insurance advice businesses across New Zealand

Ready to get started?

Client testimonials

"I can focus on what I do best, which is creating meaningful relationships and producing results at work."

"I honestly can’t say enough good things about the TAP team and what they have created, such an adviser-friendly offering that suits both the smaller and larger adviser brokerages.”

"It's for those who are serious about running and growing a successful business."

"With TAP, I know that most of my things are taken care of, like compliance, admin tasks, bookkeeping, record keeping, and auditing. Once all those things are handled, a lot of worries are lifted from my shoulders, which is a big relief. I can then concentrate more on getting more business.”

Find the answers that you need.

Trusted by insurance advice businesses across
New Zealand