For MAS-licensed representatives in Singapore
Three weeks to get the case. Five years on your own after it.
They have your number for the whole of it — a renewal, a child, a claim with a deadline running inside it — and not one tool you run is still watching.
One record for those five years. Every chat, policy and document on one client record, and each name carrying the reason to call.
What you run today — six apps
Nothing joins them. You are the copy and paste.
The thread, in one place
9 Mar“my mum’s warded, can I ask you something”9 Mar“sure — call you at 8”14 MarCall held, 26 minutesOn her record
Shield plan, since 2019shield-plan-2024-summary.pdfRenews 3 SeptemberCritical illness — none on recordHousehold of four, one of them new“What should I raise with her?”Nothing pasted
Free plan, no card, ever · Pro is S$19.99 a month
Your first 14 days are Pro, and nothing is charged
Three weeks, then five years
Everything you pay for is finished before the job starts
What you pay for — about three weeks
- Week 1Finding the leadEnds at the appointment
- Week 1–2The bookingEnds when they turn up
- Week 2The fact-find, the chartsEnds when they agree
- Week 2–3Submission, underwritingYour principal's own, and it ends too
Their cover startsSelza starts here
Every month after — the next five years
- Year 1 · MarRenewal, and the premium movedToday's list
- Year 1 · SepHer second child arrivesHouseholds
- Year 2 · JunNew job, and new group coverCoverage map
- Year 3 · FebHer mother is admittedClaim case
- Year 4 · AugA colleague asks who she usesOpenings
One client. Tan Li Ping, top of your list today.
A worked estimate · Singapore
It gives about twelve hours of your week back.
32hof 42 on admin
32 of your 42 hours a week go on admin, follow-ups and remembering who needs you — which is why the remembering is the part that slips.
Your week — one square is one hour
Time you can put back into sitting in front of people and closing. You get 10 hours of that today.
What it does
The work that goes undone while you are with somebody else
Every one of these started as an hour you were losing, or a client you were not getting back to. Your clients, your diary, and the client-facing page you never had time to build — each one shown running, and each one saying where it stops.
Four you will recognise
- A client asks at 11pm what their plan covers
- A birthday was last Tuesday
- A review is eight months past due
- The client who could introduce you to three more, never asked
While you are not there
It answers overnight, remembers the birthday, and asks for the review
An answer at the hour they asked
From your cleared documents and Singapore’s published figures, in your name, with the source under every number.
The birthday, remembered
Your words, on the day, and only to a client who has agreed to hear from you.
The yearly review, before it slips
It reads your own lead time, finds who is due, and asks them in the thread you already share.
Nothing goes out that you would not have sent. Silence is recoverable. A sentence in your name is not.
Why the gap has never been filled
Six free tools, and one client cut across all of them.
Your stack is not expensive — nearly all of it is free. It is scattered, and what it scatters is a person. The booking link does not know the thread, the spreadsheet does not know the recording, the recording does not know the policy. You are the wire between all six, and you are the only one who can be.
Already paying for adviser software? Where each tool endsBefore anything else
Getting your clients in is an evening, not a week
It works the column out, and tells you how
Your headers are not our headers and they were never going to be. “HP” becomes the mobile because the header says HP and the values under it look like mobile numbers; “S/A” becomes the sum assured because the values are amounts. Every column shows its reason, and you can change any of them before a single row is filed.
Where it stopsA column nobody can vouch for is declined rather than guessed at — a free-text remarks field is offered back as “don’t import”. Nothing you have already written down is overwritten, and the file itself never leaves your browser.
Watch it read a spreadsheet it has never seenWhy servicing pays
The map you cannot hold in your head
Every name a client mentions in passing gets kept, against the person who mentioned it, and handed back when it is worth a call. At three hundred clients, that is not something anybody does from memory.
Without the map, the name stops here
One client, and the people they have named
Solid ring — on your registerDashed — known, never asked
In a thread, 9 Mar
“my sister just got her keys”
This month
You service the client — the renewal, the review, the claim.
What she feels
Somebody was watching, without being asked.
What she mentions
Her sister bought a flat. A colleague is expecting.
What comes back
An introduction you did not buy, and would have forgotten.
And then it comes round again
Nothing in this loop is prospecting. Every step is service you owed anyway — and the only part that needs software is remembering the third one.
No account, no card
Open the demo and have a look around
A full workspace of invented clients, yours alone, that expires by itself. Nothing in it can send a message to anybody.
Home
A list of names does not tell you who to ring first.
Read the top three — each one carries the reason it is there.
Ask
The answer is in a document you cleared a year ago and have not opened since.
Ask what a plan covers, then follow the source under the figure.
Any client
A gap nobody ever asked about looks exactly like a zero.
Open a name and read its coverage map — those are two different squares.
Free and Pro
Start free. Pay when it is doing the work.
You get every feature on both plans. The only difference is how much you can use: Free gives you a one-time amount, and Pro refills it every month.
Works with what you already use
- WhatsAppYour own number, kept
- TelegramYour own account
- Google CalendarRead and written, both ways
Outlook and Microsoft calendars connect through the same screen.
No card, at any point
Free
S$0 / month
The whole console, open. Your own number, your page, your clients.
Starts with 14 days of Pro. Nothing is charged.
Everything below, a one-time amount
- Replies the assistant sends for you
- Drafting and asking, at your desk
- Policy documents read and indexed
- Meeting audio, transcribed
- Two-way calendar sync
- The presentation you show clients
When one runs out, only that one stops — the client's message lands in your inbox and you answer it yourself. Changing a client presentation is the one thing the paid plan unlocks outright. What the free plan gives you, in figures
Enjoy Pro features for 14 days
Pro
Monthly
S$19.99 / month
The same console, counted fresh every month. Stop whenever you like — there is no notice period.
S$19.99 a month, against 52 hours a month
Everything below, refilled every month
- Replies the assistant sends for you
- Drafting and asking, at your desk
- Policy documents read and indexed
- Meeting audio, transcribed
- Two-way calendar sync
- The presentation you show clients
If you stop, the workspace drops back to Free and keeps working. Your clients, your page and your booking link stay up.
On both plans
- Every reply reviewed before it sends
- All your data, exportable any time
- Your own page, taking questions and bookings while you are busy
- Every client in one place, not spread across apps
Nothing above is counted, capped or switched off on the free plan.
Before you ask us
Four questions, answered plainly
What happens when the 14 days end?
Nothing is charged. You drop to the free plan and keep working — your clients, your page and your booking link all stay up — and we write to tell you.
What does the free plan give me?
The same console, with five things counted once instead of every month: 150 answered messages, 3 hours of meeting audio, 12 documents read, 150 desk actions of which 25 can be co-pilot turns, and 30 days of writing back to your calendar. Each reply is still reviewed. When the replies run out the message lands in your inbox and you answer it, so a client never meets a paywall. The sixth thing the plan unlocks is changing your client presentation; one you have already built keeps opening. Your clients, the coverage map, your page, your booking link and the five-year record are not counted at all.
Is this per person or per firm?
Per person. If there are several of you, tell us how many and we will answer honestly rather than multiply.
Can I take my data out?
Yes, including on the way out. Every answer, what it stood on, which checks ran and whether it handed off, exportable while you are a customer and while you are leaving.
S$19.99 a month · 14 days free
Let it answer the next question
Your page and booking diary can be live today, and your client list fills from the number you already use — every thread matched to a person on your register as it arrives. The reasons to call come from what has already happened.