Clients, policies, sales and recruitment pipelines, tasks, projects and your daily plan — organized, secure, and installable on any device.
Free to start · Works on phone, tablet and desktop · No app store needed
One place for the whole journey — from a new lead to a coded agent.
Every client and policy in one place, with live APE and sum-assured totals and full coverage, fund, beneficiary and payment records.
Move leads and recruits through clear, ordered stages with SLA reminders, one-tap advances, and per-stage scheduling.
Plan your day with a Top-3 list, a Pomodoro timer, and a time-blocked schedule that pulls in everything due that day.
Follow-ups, meetings, premium dues, birthdays and closing dates — one master calendar so nothing slips through.
Track projects with subtask progress, manage tasks and servicing requests, and keep a full stage-by-stage history.
Admin, Manager, Advisor and Assistant roles with Row-Level Security — every person sees only what they should.
Set up your workspace in minutes and bring your entire book of business together.
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