Features

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.

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Your clientsWarm leadsYour next case is usually standing beside a client you already have, and your register already holds the relationships that reach them. It had simply never drawn them.It counts records and never money, and what comes out is an introduction rather than a number to dial.See it run →
Your consoleAskWho to call, what is on this week, what a wording says, and who could introduce you to your next client — asked in your own words.Read-only — nothing moves without you. Whether an insurer would accept somebody is never its call to make.See it run →
Your document shelfThe libraryThe wordings behind what you sell, quoted with the document and the edition — and never a figure that is not written in one.It quotes what is filed and states no figure that is not written down. An empty shelf answers nothing.See it run →
Your public pageYour own pageThe professional page you never had time to build — your licence, your plans, and a way to ask you something, at your own address.Never a badge we award. The licence number is a link to the regulator's own register.See it run →
Your WhatsApp and TelegramYour own numberYour own WhatsApp and Telegram, connected through their own flows — never a shared line, and your existing app keeps working.Never a number belonging to us. The assistant answers nobody until you switch it on, one audience at a time.See it run →
WhatsAppAuto-repliesIt answers overnight from your cleared documents with the source attached — and stops the moment a question turns into advice.It stops the moment a question turns into advice, keeps the draft, and waits for you.See it run →
Your diaryBookingIt offers the times your Google Calendar already shows free — in the thread, or on your page's own booking link — and the diary, not the assistant, writes the meeting in.The diary writes the meeting in, not the assistant. An unchecked time is never offered.See it run →
Your own spreadsheetBring your clientsNot a template to fill in and not a week of re-typing. Whatever you keep now — an export from your principal’s portal, or a spreadsheet of your own with columns nobody else would understand — is read in your browser, column by column, and shown back to you before anything is saved.A column it cannot vouch for is declined rather than guessed at, and nothing you already wrote is overwritten.See it run →
One client's recordClient profilesNine questions, three kinds of answer, and no completion score — because a record is not a form, and nothing counts until you confirm it.Nothing is sent to the client, and nothing counts until you confirm it.See it run →
Before you walk inThe briefWhy they booked, what has no policy against it, what nobody has asked yet, and the last things they said to you.It assembles and never advises. An area with nothing on file is a question to ask, not a gap.See it run →
The screen you turn aroundIn the roomOne screen you turn to face them — what they hold, what a guide suggests, and what their money does. The adviser half is behind a drawer.It draws the record and never advises. A gap is a question to talk about, and what to suggest is yours.See it run →
One claimClaimsThe documents, the order the payors go in, and the deadlines — opened the moment they say they are going in.It carries documents and dates. It never submits, never decides, and settlement never passes through you.See it run →
Sent in your nameBirthdays and reviewsA birthday note and a review reminder, from your own number in your own words — with the wording shown before anything goes out.You see the words before anybody does. Never sent to a client whose cover has lapsed, or who has not agreed.See it run →
Your inboxYour morningsThe morning queue, a held question and a moved appointment — in the inbox you already read, addressed to you by name.A morning with nothing worth acting on sends nothing at all.See it run →

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