Find client records quickly
Search by name or policy number and keep client and policy records together.
For insurance agents
Client record management system
Anytime, anywhere.One search away.
Keep client and policy records together.Connect household members clearly.Search and capture files anytime.
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Search clients, policies, and households quickly.
Insurance work often depends on family context. A policy can involve one person as the life assured, another as payor, and someone else as beneficiary or decision maker. The agent also needs documents, photos, and notes close to the client record.
Find
Connect household relationships
See spouses, children, parents, and other client relationships clearly.
Capture
Capture and file with one photo
Photograph a client document and add it directly to the client record for easier filing.
Workspace overview at a glance
See client, policy, and household totals, common plans, and active relationships.
Organize
Check record completeness
Find important missing details and complete client, household, and policy records one by one.
CSV import with preview
Match columns and preview the data before importing client and policy records.
Start today
- No payment needed during trial
- Use sample data to learn the workspace
- Request walkthrough, setup, or import help
Recommended for
- Independent insurance agents
- Agents serving families and long-term clients
- Agents tired of searching across spreadsheets and chat history
30-day free trial. No payment needed.
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