Not a feature list — a walk through what advisors and agencies actually do with the platform, day to day.
The built-in Travel Insurance & Super Visa calculator pulls real rate tables from five carriers — Manulife, Secure Travel RIMI, Destination:Travel, Travelance, and 21st Century — side by side.
Age, trip length, coverage amount, deductible, and pre-existing conditions all feed directly into each carrier's actual published rates.
Switch between Super Visa and Visitors modes, add dependents, and the calculator adjusts eligible carriers and family pricing automatically.
Select the plans worth showing a client and email a clean, carrier-branded comparison straight from their lead record — logged to their timeline automatically.
A built-in library of medical and general-insurance questionnaires, with remote e-signing and automatic PDF generation for both clients and leads.
Send remotely, sign anywhereA client completes and signs a questionnaire on their own phone or computer — no in-person visit required.
Certificate of completion, every timeEach signed questionnaire generates a PDF with a Q&A summary, the signature itself, and a completion certificate — filed automatically.
Works for clients and leads alikeSend a questionnaire before someone is even a client — the moment they sign, it's already in their record.
Stage-based lead columns with color-coded client lists, so you can see the shape of your whole pipeline at a glance — not buried in a table.
Move a lead from Contacted to Quoted to Closed with a drag, not a dropdown — and every move is timestamped automatically.
Clients and leads are visually flagged by status — renewal due, follow-up needed, newly closed — so priorities jump out without opening each record.
Bring an existing book of business in from a spreadsheet in one pass, instead of re-entering years of client history by hand.
Two-way Gmail sync means client conversations happen from your real address — and show up back in the CRM automatically, not just one direction.
Your Gmail, connected directlySend from your own address, land in your own Sent folder — clients reply to you, not a noreply@ address.
Replies land back on the recordWhen a client replies, it attaches to their file automatically — no forwarding, no copy-paste.
One click to trigger review requestsSend review or referral requests straight from the client record when the moment is right.
Multi-tenant by design — an agency owner sees the whole team's activity, while each advisor's clients stay logically walled off from every other agency on the platform.
See what every advisor on the team is doing — calls logged, documents signed, quotes sent — from one master view.
Agency owners, senior advisors, and junior advisors each see only what their role should — configurable per team member.
One consistent logo and business name across every advisor's client-facing documents and emails, set once at the agency level.
14 days free. No card required to start.
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