For UK IFAs, Mortgage & Insurance Brokers
Stop inviting the wolf into your home
Keep Wills in-house, plug the “historic leak” in your firm, and generate hot life-insurance leads via a branded Xwills link into our secure portal.
The problems we solve for your firm
You already do a great job arranging mortgages, life insurance and protection – then send your clients elsewhere for Wills, trusts and estate planning.
When you send clients away, you effectively invite the wolf into your home: another adviser steps in, takes over the relationship and often the protection business as well.
Telling clients to “go online” for a Will leaks business and future commission out of your firm.
Professional Status
Proud Members of the
Society of Will Writers
Verified Excellence
What your clients get
- Free Standard Wills for all clients proceeding with life insurance.
- 50% Discount on complex Wills and LPAs you refer.
- Interest-Free Payments spread over 3, 6, or 12 months.
- Transparent Pricing that is significantly lower than our public rates.
The Branded Experience
Clients access our secure portal via your firm’s unique link, clearly identifying you as the introducing firm while we handle the legal heavy lifting.
Getting started is simple
Book Walkthrough
See a live demo of the portal and how it fits your current back office.
Account Setup
We configure your firm, individual adviser logins and branded links.
Invite Clients
Send your branded Xwills link to new and existing insurance clients.
Track Revenue
Monitor your hot leads and revenue share via your partner dashboard.
4 Year Policy Review
We schedule Will reviews every four years to align with typical life insurance rebroke cycles, creating a natural point for your advisers to revisit cover and generate new commission opportunities.
Strategic benefits for your firm
Reduced cancellations
Policies with Wills in place currently show 0% cancellations. The Will becomes an extra reason for clients to keep cover in force.
The Executor Loop
Executors and family members coming through the Will process often need their own life cover – those hot leads are routed back to your agency.
Active retention & lifetime value
The 4-year rule supports retention, while you share in revenue from future Will updates and probate services.
Simple software pricing
Revenue Share Model: Flat 40% share per case for the firm we advise splitting 20/20 with sales agents so dashboard currently shows 20
1 month free trial for Solo and Small Firm and 3-month free trial offered from software go-live for Growing Firm and Enterprise
Frequently Asked Questions
Is the client portal fully white-label?
It is a branded link into our secure portal. Your firm remains clearly identified as the introducing party, and we handle the legal framework behind the scenes.
How long does setup take?
Typically less than 24 hours from your demo to your links being live and ready for clients.
Do we need to change our existing back office?
No. You keep your current systems. Xwills runs alongside your existing back office and simply gives you links and a dashboard for wills and related revenue.
What support do we get?
We provide onboarding, training for your advisers, and ongoing support for both you and your clients.
Compliance & Essential Positioning
- Free offer applies to standard online wills only.
- Northern Ireland unavailable; Scottish wills via offline process only.
- 30 days’ withdrawal notice.
- Continuity guaranteed via Society of Will Writers membership.
- For professional intermediaries only — legal services, not regulated financial advice.