PROTECT by GTA Technology helps you and your advisor catch the detail that matters—before it becomes a costly loss. Whether you’re managing personal coverage, business policies, or both—everything is organized in one place.
Delivering Tech-Driven Insurance Excellence
Protect gives YOU expert-level clarity, understanding, control, and confidence—without the complexity.
Protect gives YOUR advisor real-time visibility, stronger compliance, and a more efficient way to stay focused on you.
Protect adds real-time intelligence to existing systems through seamless integration—without disruption or duplication.
New, Ai-driven integration technology for insurance advisors and their clients.
PROTECT by GTA Technology uses cutting-edge technology to transform how risks are identified, assets are tracked, and coverage decisions are made—by clients and their advisors, together. Whether you're protecting your home, your business, or both, PROTECT keeps everything in one place—connected, clear, and easy to act on.
“The World of Protect” (Short Overview)
“The Vault” (Protect Intro)
“Inside Protect” (How-To Walkthrough)
From undervalued homes to expiring business policies and misplaced documents—PROTECT brings it all together so nothing critical gets missed, and you and your advisor can stay one step ahead.
Benefit: Quickly see what’s active, expired, or missing—then rely on ProtectAI™ to deliver a smart summary of risks, gaps, opportunities and what needs your attention. Includes both personal and commercial policies in one dashboard.
Benefit: From insurance cards and vehicle registrations to driver’s licenses and beyond—ID Vault puts your essential documents in one place, accessible anytime, pulled or uploaded through DataLift™. Also stores COIs, commercial licenses, and regulatory filings.
Benefit: Track market value, attach room photos for recovery, and monitor risk factors like flood zones—so you and your advisor can confirm your coverage actually matches the property it’s meant to protect. Supports commercial properties, leased spaces, and jobsite inventory.
Benefit: Call, text, or email your advisor directly from the app—so coverage questions don’t turn into coverage gaps.
Benefit: Powered by real-time data and AI, RiskShield™ alerts you and your advisor the moment something important changes—from a missing policy to a liability limit that no longer meets your needs. Detects issues in Workers Comp, Commercial Auto, and General Liability before they create exposure.
Benefit: Generate, fill, and track commercial insurance forms without PDFs, errors, or email chains. Built to streamline every submission.
Benefit: Issue and track Certificates of Insurance with built-in expiration alerts, holder history, and automated reissuance. One-click clarity for your business.
Powered by AI and real-time data, RiskShield™ monitors every detail of your insurance profile—across personal and commercial policies—so you and your advisor get alerted before a small issue becomes a big one.
RiskShield™ flags policies that haven’t been bound or are still pending—including Home, Auto, Commercial Auto, or Workers Comp.
From low auto liability to outdated commercial umbrellas—RiskShield™ checks your coverage against state requirements and common exposures.
RiskShield™ finds places where you might be overpaying—like insuring a vehicle you no longer drive or a commercial property missing recent updates.
Whether it’s a license, ID card, COI, or policy—RiskShield™ notifies you and your advisor before it’s too late.
Track and respond to mid-policy updates—like payroll changes, driver swaps, or location moves—powered by EndorsementTrack™.
PROTECT doesn’t replace your advisor—it enhances them. They stay at the center of your financial protection strategy—across personal and commercial policies. You gain a smarter, more collaborative way to stay aligned—without extra calls, emails, or assumptions
Whether they’re managing your homeowner’s renewal or issuing a COI for a new project, PROTECT keeps your advisor connected and informed.
Whether you’re on your phone, tablet, or computer, PROTECT stays with you. All your policies, alerts, and documents sync instantly across devices—so you’re always up to date, no matter how you choose to connect.
If you’ve received an invite from your Advisor, you’re ready to download the app or sign in on the web. Whether you’re managing personal insurance, commercial policies, or both—everything is organized in one secure place.
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