Manage clients, track policies, stay ahead of follow-ups, and grow your team—all in one place.
Preview release · Trial terms are being finalized · No live paymentsIllustrative earned commissions
Sample figures · Not product performance| Client | Policy | Status | Updated |
|---|---|---|---|
| Morgan EllisIndividual · 2 policies | Term life | In force | Oct 21 |
| Avery ChenIndividual · 1 application | Health / ACA | Approved with conditions | Oct 22 |
| Oak & Elm StudioBusiness · 3 policies | Commercial property | In force | Oct 20 |
LESS CHASING. MORE CLARITY.
A contact is only the beginning. See the applications, policies, important dates and next steps that belong to each relationship.
Link multiple policies to individual or business contacts, across life, health and personal or commercial P&C. Keep sales stages separate from application decisions.
Track application status, dated history and the agent behind each change. Keep approval conditions and their follow-ups with the policy.
Follow-up linked to the policy
Bring appointments, renewal and policy-review reminders, important dates and outstanding tasks into your working day. Track commission records alongside the policies that earned them.
A LITTLE HELP. YOU’RE STILL IN CHARGE.
Review a client summary, consider a suggested follow-up, or start an email draft from the information already in your CRM.
AI requires provider setup and a data-handling review before activation. It does not make underwriting or coverage decisions.
Morgan’s term life policy is recorded as in force. A policy review is on the task list. Confirm whether their needs have changed before discussing next steps.
Missing: No recent conversation notes in this example.
YOUR CLIENT. YOUR ADDRESS.
Compose and reply through your own connected Gmail or Microsoft 365 mailbox. Keep matched client conversations, reusable templates and your signature close at hand.
Mailbox OAuth setup is required. Each agent’s mailbox stays private. No email-open tracking.FROM YOUR DESK TO YOUR TEAM
Start solo, or invite agents into your workspace. Give everyone an individual login, keep client ownership clear, and manage team seats from the owner’s account.
Find your starting pointIllustrative team · Invitations and seats depend on workspace access
A WORKSPACE FOR YOUR MIX OF BUSINESS
A SIMPLE STARTING POINT
Solo and Team plans are in test configuration. Final prices and trial terms have not been announced.
YOUR OWN PRACTICE
Test prices and trial terms are not configured yet.
YOUR SHARED WORKSPACE
Test prices and trial terms are not configured yet.
*Email and AI require provider configuration. AI usage is limited by workspace settings. No live payments are enabled; provider and service usage costs may apply once configured.
A FEW THINGS TO KNOW
No. You can track life, health, Medicare, supplemental, annuity, group benefits and P&C business, with policies linked to individual or business contacts. Specialized quoting and carrier integrations are not included.
No. The assistant produces suggestions and editable drafts. You review the content and explicitly click Send through your own connected mailbox.
No. Each agent’s mailbox and matched client email history remain private to that agent. Workspace owners can oversee authorized CRM records without gaining access to the agent’s inbox.
CRM access pauses when a trial expires or the account is unpaid. Records are retained. Owners can still reach billing, and account recovery remains available. Current trial and cancellation terms will be displayed before registration once configured.
No. Calling and dialer features are outside the current release.
Public registration opens after test billing, trial terms and email verification are configured. The signup page shows the current availability and never simulates a successful account or payment.
YOUR CLIENTS. YOUR NEXT CHAPTER.