Not for brokers — built specifically for individual agents, IMFs, and small insurance teams.
• Tracking premium due-dates in a diary or register
• Manually remembering which policy is in its grace period
• No clear view of which clients need a Term Plan
• Grace-period alerts for every Life policy, automatically
• A daily list of exactly who to call and why
• Term Plan gaps surfaced without manual review
• Health renewals mixed in with everything else
• No visibility into who needs a Super Top-Up
• Client family members tracked separately, if at all
• Health renewals ranked by urgency in your daily plan
• Cross-sell suggestions for Super Top-Up and Critical Illness
• Whole families linked under one client profile
• High volume, low margin — hard to keep up with follow-ups
• No easy way to see Personal Accident or Home Insurance gaps
• Bulk renewal reminders sent via WhatsApp in one action
• Cross-sell opportunities across your whole Motor book, surfaced automatically
• No visibility into what individual agents are actually doing
• Team performance tracked in scattered spreadsheets, if at all
• A team dashboard showing every agent's leads, renewals, and performance
• Commission and target tracking across your whole team, in one place
• Leads assigned informally, sometimes duplicated or dropped
• No shared view of who's following up on what
• Leads assigned and tracked through one shared pipeline
• A single source of truth for the whole team's book of business