Get a personalised summary of recent communication and documents for every meeting

Stay on top of your follow ups with automatic outreach to clients and insurers when awaiting information

Identify task tracking and of what needs to be done to stay on top of your tasks

Automatically files your client emails to shared drives

Create documents from your emails or prefill any form for your clients

View a list of new clients and opportunities without entering data

Automatically logs all client information to save you time

Works with your current systems for seamless productivity

Get notified when there are gaps in your compliance before a breach