A real walkthrough of how a policy moves through Invictus CRM, whether it's life & health or general insurance.
This is the actual flow — not a marketing simplification.
A referral, a call, a walk-in — every lead gets a record with full contact details, referral source, and stage tracking. Nothing falls through the cracks in a spreadsheet.
Needs analysis works right from the lead record, before someone is even a formal client. Real calculators, real numbers, ready to sign.
Client reviews the actual document, signs with a real signature pad or from their own device, and every signature carries a timestamp, IP address, and unique certificate ID.
No manual filing. The signed package appears in the client's Compliance Documents the moment it's completed — audit-ready from day one.
Every policy with a renewal date automatically creates a task on your dashboard — due on the actual renewal date, assigned to you. No separate tracker to remember to check.
Most CRMs pick one. Invictus CRM lets you choose what fits — and switch anytime.
Full needs analysis suite, estate planning calculators, RRSP/TFSA projections, and the complete e-signature and disclosure package built specifically for life insurance compliance.
A dedicated General Insurance dashboard with a month-wise renewal view, bulk Excel import/export, and product-specific fields for six major lines — from auto to cyber liability.
Tasks, calls, meetings, files, and notes for every client and lead — one clean feed instead of five separate tabs.
Email clients directly from their profile with attachments — automatically logged to Email History, no manual step required.
Bring in an existing book of business or export your full client list — matched intelligently, not just dumped into rows.