What it does
Built for the way Australian brokers actually work.
Single client record covering policies, claims, contacts, history and notes.
Search across your whole book by client name, ABN, industry or policy keyword.
Activity timeline keeps account executives and principals on the same page.
Replaces the spreadsheet that's been holding your book together.
Plays nicely with your existing broking system rather than replacing it.
Who it's for
Brokers and account executives managing a book of clients.
Try Clients now.
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