Advice quality, assured
Raise the standard of every piece of advice.
Standard Bearer reviews every advice case — the call and the file, together — and turns one review into three things: assurance for the regulator, better outcomes for customers, and sharper advisers.
One review of every case — assured · improved · evidenced
The difference
Stop sampling. Review everything.
A file review checks a handful of cases after the event. Standard Bearer reviews them all — every call against every file — so nothing slips through the gap a sample leaves. Full coverage is a technology problem, not a headcount problem.
Assurance at 100%, not a sample.
Every case is checked against your standards, with Consumer Duty and file-quality evidence produced as you go — ready for the board and the regulator.
Outcomes, because it reads the whole case.
By comparing what was said on the call to what's in the file, it catches non-disclosure, unsuitability and foreseeable harm before they reach the customer.
Advisers who get better, case by case.
The same review becomes targeted coaching that lifts advice quality and sales skill — anchored to good outcomes, never to pressure.
What we measure
Raise the standard of more than compliance.
The same review scores three things at once — so a "good" case isn't just one that didn't break a rule. It's advice that's compliant, well-handled on the call, and right for the customer.
Raise the standard of compliance.
- Disclosure & mandatory wording
- Suitability of the recommendation
- Vulnerability identified & handled
- Affordability & needs evidenced
- Application accuracy against the call
Raise the standard of sales skill.
- Needs discovery & fact-find quality
- Features & benefits explained clearly
- Objection handling
- Call structure & control
- Conversion & appropriate cross-sell
Raise the standard of outcomes.
- Advice fits the customer's need
- Foreseeable harm flagged
- Fair value & customer understanding
- Right product, right reason
- Vulnerability accommodations made
Sales-skill scoring is always anchored to good customer outcomes — coaching advisers to advise better, never to push harder.
Management information
Every case becomes business insight.
The reviews don't stop at the individual file. They roll up into live management information — adviser scorecards and league tables, quality trends over time, board-ready Consumer Duty packs, and per-insurer quality reports. So you can see who needs coaching, where outcomes are slipping, and prove the whole picture to your board, the regulator and the insurers behind you.
Why it's different
Compliance tools tick boxes. Conversation tools coach the close. Standard Bearer is the only review that assures, improves and evidences — from a single look at the same case.
That fusion is the point: the call and the file, compliance and outcomes and coaching, all from one review — not three tools bolted together.
How it works
Three steps, one review.
Bring your calls and files.
It works from the call recordings and application files you already produce — and can connect straight to your CRM to pull cases in automatically. No new process for advisers.
Every case, against your standards.
Pre-built rules for protection and mortgage advice get you live on day one — then adapt the thresholds to your firm with minimal overhead, not a heavy configuration project. Applied to every case, not a sample.
Assurance, outcomes and coaching.
Board-ready evidence, a foreseeable-harm worklist, and per-adviser coaching — in one place.
About us
Built by people who know the advice, not just the software.
Standard Bearer comes out of years spent inside protection and mortgage advice — running it, reviewing it, and answering for its quality. We took that understanding and built the rules in, so the tool arrives already fluent in the advice it's checking.
Rules in the box, not a blank canvas.
Most tools hand you an empty rule-builder and a configuration project. We ship pre-built rules grounded in real protection and mortgage advice — so you're live quickly and adapt thresholds to your firm, rather than starting from scratch. The heavy lifting is already done.
One review, three jobs.
Compliance assurance, customer-outcome checks and adviser coaching all come from a single read of the same case — not three tools, three logins and three bills bolted together.
Fits the way you already work.
It runs on the calls and files you already produce and connects straight to your CRM, so cases flow in automatically — real coverage without standing up a bigger checking team.
Industries supported
Rules built for the advice you give.
Protection advice
Life, critical illness, income protection, family income benefit, whole-of-life and private medical insurance (PMI) — checked for suitability, disclosure and vulnerability, against rules built for how protection is actually advised and sold.
Mortgage advice
Mortgage and associated advice — checked for suitability, affordability evidence and the conversation behind the recommendation.
More advice lines to follow.
Who it's for
For the people who answer for advice quality.
Built for regulated firms: minimal data leaves your systems, customer personal details are stripped before processing, and you always know exactly where your data goes.
See it on your own cases.
A short walkthrough with your files and a sample of your calls — no commitment.
Or email hello@standardbearer.co.uk