We help process your insurance and financial client data
Create your appointment list, let people register to you, remind them about the visit, and keep the files all in one place
Keep track of all your leads
People interested in your financial products
Leads
Build a list of your leads with information about the interest. Transform a lead into a sale
Offers
Generate beautiful offers and contracts with the click of a button. Keep track of the document versions
Follow-ups
Use follow-up and contract expiration date reminders to never lose out on an opportunity!
Calendar
Add events to the calendar to help keep your schedule organized
Follow-ups
Add follow-up tasks, remind both parties about the upcoming event and agenda in a calendar
Files
Keep all the files secured on a client card and let only those allowed access it
A simple list of leads
Keep an eye on what's coming in the upcoming dates
Daily, Weekly, Monthly, Annualy
Create a scope over upcoming events in your calendar
