Try it without an account

Five minutes here tells you what it would do with your own clients.

This is the console a licensed representative works from, opened with the clients already in it. Thirty-one of them, their cover, their families, the diary and the enquiries still waiting. Nothing to set up. It has already read all of it.

Every name comes with a reason to call. Every figure comes with its source. Come and check them.

No account and no card. It takes a few seconds to build the workspace, and it is yours alone for 24 hours.

What you run today — six apps

Nothing joins them. You are the copy and paste.

Tan Li PingOne record · five sources

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 minutes

On her record

Shield plan, since 2019shield-plan-2024-summary.pdfRenews 3 SeptemberCritical illness — none on recordHousehold of four, one of them new
One tool to keep your messy workflow and information together.

12.1h of your week back

Worth checking

What five minutes will tell you.

Four questions, and each one answered by a screen rather than by an adjective. Every one of them is checkable inside the demo before you give us an address.

Your consoleDoes it know my clients?Ask it anything about your clients, in your own words. Every figure comes back with the record it came from, and if a fact was never collected it says so.More on Ask →
WhatsAppWould it say something in my name?Two answered at 2am, each carrying its source. Anything that reads like advice, a coverage decision or a claim outcome stops and comes to you instead.More on Auto-replies →
Your clientsIs it just a contact list?No list is ranked by what a client is worth. You get the household around each client, and introductions rather than phone numbers.More on Warm leads →
Your public pageWhat would my clients see?The licence with a link to the register, the questions they can ask by WhatsApp, and the times the calendar has free. Nothing on it says Selza.More on Your own page →
Nobody in it is realEvery client, figure and message was made up for this. The insurer and plan names are real. The people are not.
Nothing you send arrivesWhatsApp, Telegram and a calendar are connected, so it looks the way yours would. Nothing you send reaches anybody.
It is yours, not a shared oneOpening it writes you your own workspace. Change anything you like. “Start over” puts the clients back.
It is the product, runningNot a recording. It is the console a paying representative signs into, with different clients in it.

Rather start with your own clients? Start free — 14 days, no card.

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