Bring leads from every channel into one visual pipeline and turn more of them into policyholders.
Web forms, WhatsApp messages, referrals and walk-ins all land in a single queue — automatically captured, cleaned and routed to the right agent before it goes cold.
Move deals through clear stages, keep every follow-up on schedule and see exactly which activities are turning enquiries into signed policies.
Switch from the list to a visual board and see your whole pipeline as stages — New, Contacted, Quoted and Won. Drag a lead card into the next stage and it advances instantly, no forms to open. Stage counts and win-rate update live as deals progress.
Embeddable forms that push new enquiries straight into your pipeline.
Pull leads from your website, WhatsApp, social and referral partners.
See every deal by stage and drag it forward as it progresses.
Route each new lead to the right agent instantly by rules you set.
Never lose a lead to a missed callback with scheduled reminders.
Track win rates by source, stage and agent to sharpen your funnel.
Start free and bring every enquiry into one pipeline in minutes.