PROTECT Advisor by GTA

AI Insurance & Risk Management

Free

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 support@gta-technology.com. Available in the United States for licensed insurance professionals. Non-U.S. users may access only when supporting U.S. insured assets.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Bug Fixes and Improvements

Version 1.0.7

The developer, GTA Technology, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contact Info
    • User Content
    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • GTA Technology LLC
Size
  • 81.2 MB
Category
  • Business
Compatibility
Requires iOS 15.5 or later.
  • iPhone
    Requires iOS 15.5 or later.
  • iPad
    Requires iPadOS 15.5 or later.
  • iPod touch
    Requires iOS 15.5 or later.
Languages
  • English
Age Rating
13+
Copyright
  • © 2026 GTA Technology™ LLC. All rights reserved. Protect™ is a trademark of GTA Technology™ LLC
  • Developer Website
  • Privacy Policy

    • More by GTA Technology

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