Clients, policies, POPIA compliance, approvals, team messaging, WhatsApp, call recordings and AI — all FAIS-aware, all in one place. Stop paying for five disconnected tools.
Purpose-built for short-term insurance — not a generic CRM bent into shape.
Full client profiles with policies, documents, communications and a complete activity timeline in one view.
Live 5-document compliance tracker per client — ID, proof of residence, RoA, broker appointment and policy schedule.
Renewals, amendments and cancellations route to management for sign-off — approve or reject from your desk or your phone.
WhatsApp-style internal messaging with direct messages, groups and a full installable phone app with push notifications.
Send and receive client WhatsApp messages right from their profile, with quick templates for welcome packs and renewals.
VICIdial call recordings surface automatically on each client — listen to inbound and outbound calls in one click.
Watches your cancellations & updates inboxes, detects intent, matches the client, and alerts the right staff instantly.
Claude reads uploaded documents, auto-sorts the type and extracts policy numbers, insurer, premium and dates.
Import clients from CSV and pull thousands of scanned documents straight into the right client folders.
15 pre-built roles and a full permission matrix — control exactly what every staff member can see and do.
Onboard staff phones with a QR code or email link — lock a device to a user, and revoke access the moment they leave.
Coming soon. Import insurer statements, reconcile paid vs expected and produce per-broker summaries.
Illustrative screens with sample data — every brokerage sees their own clients, policies and branding.
Renewals, amendments and cancellations don't live in someone's head or a spreadsheet — they're tracked, routed and actioned by the system.
From a brand-new lead to a fully compliant, welcomed client.
Flagged automatically — nobody has to remember a date.
Same approval discipline as renewals, for mid-term changes.
Never blocks the process — and nothing ever gets deleted.
Every brokerage is a different size with a different amount of history to bring across — so instead of a one-size fee, we scope it to you.
Tell us your team size and roughly how many existing clients, policies and documents need to be imported, and we'll put together a tailored quote — no surprises, no generic per-seat sticker price that doesn't fit how you actually work.
All plans include hosting, automatic updates, POPIA-compliant data isolation and email support.
Yes. Each brokerage runs on its own isolated database with strict access controls, full audit logging, and POPIA-aligned document handling. You control exactly who sees what via the roles & permissions matrix.
Absolutely — that's built in. Import clients from a CSV, then point our document migration tool at your scanned folders (OneDrive, Dropbox or a hard drive) and it attaches everything to the right client automatically. Enterprise plans include hands-on migration.
Yes. Staff install it from their browser to their home screen — it runs full-screen with push notifications, even when closed. Messaging, approvals and notifications all work on the move.
Send and receive client WhatsApp messages directly from each client profile, with quick templates for welcome packs and renewals. Incoming replies are matched to the client and notify the responsible broker.
A new brokerage can be provisioned in under 10 minutes. Add your team, import your clients, and you're live the same day. We handle hosting, updates and backups.
Pricing is tailored to your brokerage — it depends on team size and the volume of existing data and documents that need to be imported into the system. Get in touch and we'll put together a quote that fits.
Book a free demo and we'll show you the platform with your brokerage in mind — clients, compliance, messaging and AI, all in one place.