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.
Per-user, per-month pricing in South African Rand. Billed monthly — save two months on annual plans.
All plans include hosting, automatic updates, POPIA-compliant data isolation and email support. Prices exclude VAT.
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.
Anytime. Upgrade or downgrade as your team and needs change — pricing is per active user, so you only pay for who's working.
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.