Unify client management, compliance, workflows, and document storage in one secure, easy-to-use solution.
Client Dashboard
Easily view and manage all your clients from a single, organized dashboard. Instantly access client details, recent activity, and key metrics.
Advanced Search & Filtering
Quickly find the right client or prospect using powerful search and filtering tools—by name, status, or custom attributes.
Prospect Management
Build and organize your pipeline with dedicated prospect lists. Track engagement and move prospects through your sales funnel with ease.
Monitor client interactions and stay on top of important updates, ensuring you never miss a follow-up or opportunity.
License Management
Add, track, and renew your professional licenses. Receive automated reminders before expirations to stay compliant and avoid disruptions.
Appointment Tracking
Log and manage appointments with carriers, keeping your compliance records up to date and easily accessible.
Continuing Education
Record and monitor your CE credits, so you always know where you stand with ongoing education requirements.
If enabled, manage your team’s roles and permissions, ensuring everyone has the right access and oversight.
Workflow Builder
Design and implement workflows tailored to your business processes. Standardize how tasks are completed and ensure nothing falls through the cracks.
Task Assignment
Assign tasks to yourself or team members, monitor progress, and keep everyone accountable from start to finish.
Process Automation
Automate routine steps in your workflows (where available), saving time and reducing manual effort.
