Built by one of you, for all of you
Comprehensive features and workflows to support you throughout your professional journey
Quicker, Structured Processes
Standardising the core processes gives you more time to focus on what’s important.
Standardised Transaction Process
Faster, transparent process of tracking activities and documents for transactions between insurance companies and more importantly, your clients.
Better management of processes
Automated Notifications
Centralised Dashboard
The digital ‘Bird’s-Eye-View’ approach to monitoring your business.
Keep track of the essentials
Keep track of your sales, handle document uploads securely, and manage your communications all in one place.
Efficiently manage your cases
Personalized Scheduler
Paperless Office
Readily available documents accessible anywhere, at all times
Lesser paperwork, lesser mess
Replace the cumbersome, messy paperwork with our digital documents handling. Upload, send, retrieve, all on the go!
Customisable E-invoice
Build and cultivate lasting relationships
Can’t remember if Mr Ong’s wife’s favourite brand is Celine or Chanel? Worry not, we’re here to help!
Relationship Tagging
Tag your client’s likes and dislikes and watch your client be impressed with your attention to detail.
Anticipate your clients’ needs
Smart Alerts
