Clients, leads, policies, and e-signed compliance documents — in one place, with every signature audit-ready the moment it's collected.
Clients, leads, calendar, and compliance — built specifically for how independent advisors and agencies actually work day to day.
Every client, spouse, dependent, and policy in one record — with full history, so nothing lives in a spreadsheet anymore.
Track every lead from first contact to close, with an automatic, timestamped log of every call, note, and stage change.
Collect client, spouse, and agent signatures together — in the room or by email — with live status on who's signed and who hasn't.
Your agency's name and logo, on every screen and every document your clients see — not ours.
Auto-generated PDF archiveOnce every party signs, a finished PDF — client, spouse, and agent signatures included — is filed straight into that client's record.
Nothing shared between agenciesYour client data lives in its own space — never visible to any other agency on the platform, ever.
Two-factor authenticationProtect every advisor's login with an authenticator app, not just a password.
Start free for 14 days. Add advisors any time — your plan adjusts automatically.
Billed per active advisor. Add or remove seats any time.