From first contact to compliant signature — everything happens in one place.
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.
Capture the lead
A referral, a call, a walk-in — or straight from an email with the Gmail button. Every lead gets contact details, source and stage tracking.
Analyse or quote
Run the needs analysis from the lead record, compare carrier quotes — or send a general insurance file to your MGA in one click.
Get it signed
In person on a signature pad or remotely on the client's device — every signature carries a timestamp, IP address and certificate ID.
Filed automatically
The signed package appears in the client's Compliance Documents the moment it's completed — audit-ready from day one.
Renewals become tasks
Every policy with a renewal date creates a task — and, if you choose, a personal reminder email from your Gmail.
Most CRMs pick one. Invictus gives each its own space.
Life & Health
- Full needs analysis suite and estate planning calculators
- RRSP/TFSA projections and dual wills
- Complete e-signature and disclosure package for life compliance
- Travel & Super Visa multi-carrier quoting
General Insurance
- Auto, home, landlord, liability, commercial and cyber
- Full Home & Liability questionnaires — sent or filled on the call
- One-click hand-off to your MGA team
- Month-wise renewal view with automatic reminders
What advisors actually use every day.
Unified activity timeline
Tasks, calls, meetings, emails, files and notes for every client and lead — one clean feed instead of five tabs.
Send from CRM
Email clients from their profile — from your own Gmail, with templates and attachments — logged automatically.
Google Calendar, both ways
Meetings and tasks you add show up on your Google Calendar; invites you receive show up in the CRM.
Bulk Excel import & export
Bring in an existing book or export your full client list — matched intelligently, not just dumped into rows.
See it running with your own book of business.
14 days free. No card required to start.