→ Centralized platform for all your client data & needs (policies, cashflow etc)→ Automated reminders & triggers, eg client birthday greetings, appointment review date, etc→ Communicate with your clients via push notifications or the in-app mass emailer system→ Financial calculators, including our proprietary Freedom Fund calculator... and many more
► Agency Leaders
→ Centralized platform for all your agency needs→ Organise and schedule team meetings & events via the agency calendar→ Securely communicate and interact with your agents via posts, eg announcements→ Track and monitor your agents' KPI/stats... and many more
► Clients
→ Easily view your policies, portfolio and more at a glance→ Automated reminders, eg premium due date→ Annual update to ensure you remain contactable at all times→ Emergency Contact system to minimize unclaimed payouts... and many more
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