A closer look at what's actually inside Invictus CRM.
Not a feature list — a walk through what advisors and agencies actually do with the platform, day to day.
Quote, compare and share carrier rates without leaving the client's file.
The built-in Travel Insurance & Super Visa calculator uses real rate tables from Manulife, Secure Travel RIMI, Destination:Travel, Travelance and 21st Century — side by side.
- Real carrier rate tables, not estimatesAge, trip length, coverage, deductible and pre-existing conditions feed each carrier's published rates.
- Single, couple & family quotingSwitch between Super Visa and Visitors modes and add dependents — eligible carriers and family pricing adjust automatically.
- Share a comparison, not a screenshotEmail a carrier-branded comparison ranked lowest to highest, with a benefits page your client can open on any device.
Questionnaires that sign themselves into the file.
A built-in library of medical and general insurance questionnaires, with remote e-signing and automatic PDF generation for clients and leads.
Send remotely, sign anywhere
A client completes and signs on their own phone or computer — no in-person visit required.
Or fill it in yourself
On the phone with a client? Fill the full Home or Liability questionnaire yourself — the finished PDF files itself the same way.
Completion certificate, every time
Each signed questionnaire becomes a PDF with a Q&A summary, the signature and a completion certificate — filed automatically.
Works before they're a client
Send a questionnaire to a lead — the moment they sign, it's already on their record.
See the shape of your whole pipeline at a glance.
Stage-based leads, colour-coded clients and a dashboard that shows what needs you today.
Stage-based lead pipeline
Move a lead from New to Contacted to Quoted to Policy issued — every move is timestamped automatically.
Hot, warm & cold priorities
Rate leads with one click and filter to the ones most likely to close this week.
Colour-coded at a glance
Lapsed, paid-up and active clients are flagged so priorities jump out without opening each record.
Bulk import from Excel
Bring an existing book in from a spreadsheet in one pass instead of re-typing years of history.
Duplicate detection
Find and merge duplicate clients and leads so every person has one clean record.
A dashboard that scrolls, not sprawls
Events, birthdays, renewals and recent clients in compact panels — everything important above the fold.
Email that comes from you — and lands in the right file.
Connect your Gmail once. Client emails go out from your real address and every conversation ends up on the client's timeline.
- Send from your own GmailEmails sent from the CRM go from your address and appear in your Gmail Sent folder — clients reply straight to you.
- The Gmail buttonAdd leads, meetings and tasks from any email, and save any email to a client's timeline in one click.
- Sent emails log themselvesEmail a client from Gmail and it's saved to their timeline automatically — with a one-click follow-up task.
- Ready-made templatesQuote follow-up, renewal reminder, documents needed, thank you — or write your agency's own.
A real general insurance workspace — not an afterthought.
Selling both? Life & Travel and General Insurance each get their own space, so nothing gets mixed up.
Six product lines built in
Auto, home, landlord, liability, commercial general liability and cyber — each with its own fields.
A faster auto form
Owner, add-on drivers and licences, plate number, odometer and renewal date — exactly what you collect on the call.
Send to your MGA team
One click emails the full file to your MGA to quote and close. Replies come back to you, and it's logged.
Renewal reminders from your Gmail
Optional: 30 days before renewal, the client gets a personal reminder from their advisor and you get a call-back task.
Month-wise renewal view
See every renewal coming up by month, with bulk Excel import and export.
Separate Life & General spaces
Clients, leads, dashboard and search show only the space you're working in. Move records between them anytime.
One workspace, every advisor's book kept separate.
An agency owner sees the whole team, while each agency's clients stay walled off from every other agency on the platform.
Team activity at a glance
Emails with clients, tasks completed, meetings booked and new leads — per advisor, for the last 7 or 30 days.
Role-based access
Owners, senior and junior advisors each see only what their role should — configurable per team member.
Your brand, agency-wide
One logo and business name across every advisor's client-facing documents and emails, set once.
Guided setup for new advisors
A dashboard checklist walks every new advisor through connecting Gmail, Calendar and the Gmail button.
Shared email templates
Everyone in the agency uses the same approved wording — edited in one place.
Team-wide activity timeline
Calls, documents signed and quotes sent across the team, from one master view.
See it running with your own book of business.
14 days free. No card required to start.