Bring directory, policies, documents, claims, notes and communication together in one profile — so you always know exactly where each client stands.
No more jumping between spreadsheets, inboxes and WhatsApp. Every policy, document, claim, note and conversation lives on a single profile you can open in one click.
Filter and segment your whole book by policy type, status, city, value or renewal window — then act on a group with a couple of clicks.
Open any client and their policies are already organized — Active vs Archived, then Renewal Due, Upcoming and Past Due — each with a live count scoped to that person. You always know exactly what to chase next for them.
Store KYC, policy copies and claim documents securely against each client.
Log calls, set follow-ups and never forget a promised callback again.
Link family members and corporate groups under one relationship.
Control who on your team can view or edit each client record.
Clients can log in to view their own policies and renewals.
Bring existing clients in via CSV or Excel with smart field mapping.
Start free and import your book of business in minutes.