Client records for insurance agents
Your book of business, on the record.
Every conversation, case and needs analysis kept in one place, with answers that cite their source.
14-day trial. No card required.
Record
Every conversation on file
Notes and documents from every meeting land on the client's case, so the record holds what was said and not what you remember.
Drafts
The admin drafts itself
Recaps, needs analyses and follow-ups are drafted from the record, and nothing reaches a client until you have read it and said yes.
Leads
Leads that fit your work
Leads are matched to the work you want, and your own page gives them a credible place to land and reach you.
The answer, with the receipt.
Why did the Okonkwos put the term policy on hold last spring?
Tobe wanted Ada's cardiology follow-up finished before underwriting rated one reading.1 He also asked to revisit the premium once their daughter's August tuition was paid.2
- 1
Discovery call
“I'd rather not lock in a rating off one bad reading. Let's wait for the cardiologist.”
- 2
Follow-up call
“August is tuition. Come back to me after that and we'll look at the number again.”
Illustrative case, fictional data.
How it works
- 1
Put the meeting on the record
Add your notes or a document to the client's case once the conversation ends.
- 2
Ask the case
Ask what the client wants or what changed, and read the answer with its sources beside it.
- 3
Approve what was drafted
Review the recap or needs analysis, change what needs changing, and approve it before it reaches the client.
Plans
Bring your book.
Everything you build here stays yours, and it leaves with you if you ever go.