Powerful

Customer Relationship Management

Easily Store and Retrieve your Client Information

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Get a full view of your detailed client information, including all insurance, group benefits and investment products, key dates, financials, relationships, referrals, interests, social media and so much more.

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Client information is easy to update and maintain, helping to minimize errors, simplify administration and compliance as well as improve your overall customer experience.

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Scan, upload and store all of your client notes, no matter the format (from hand-written records to audio files and video calls) and using our integration with MS Outlook, you can easily capture and file all email correspondence with every client.

Easily Store and Retrieve your Client Information

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All critical client and group information is captured in structured, relevant fields, including plan details and plan design information, benefits-at-a-glance forms and claims history and commission information (including splits) while supporting both standardized or customized plan designs.

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Properly manage and track your group benefits alongside your other products, assisting with renewals and yearly group benefit rate negotiations.

Capture and Automate all of your Client Interactions

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Gone are the days of forgetting key tasks or losing important information!

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Every interaction and exchange, from in-person meetings and phone calls to a client specific PURL, can be documented, filed for compliance and used to initiate a task or transaction.

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Our systemic client task manager can trigger automatic calendarization of tasks, such as renewal reminders and product quote follow-ups, and it can also activate automated workflows, like KYC update emails.