Conversations14
Enquiries, triaged by who has waited longestThe one most likely to give up on you sits at the top, so your first ten minutes go where they count.
FreeAll chats, on one deskOne place to look, instead of three phones and a memory of which app they used.
FreeA thread, with its whole historyWalk into the call already knowing what you told them in March.
FreeWhat we know about whoever is typingWho they are and what they hold, beside the message, before you answer it.
FreeThe assistant answers, in your voiceThey get an answer at 11pm. You get the evening.
150 freeEvery reply reviewed before it sendsNothing goes out in your name that you would not have sent — the part a principal asks about.
FreeUrgency read on arrivalA hospital admission does not queue behind somebody asking for a brochure.
FreeA held draft never sends itselfAnything that sounds like advice waits for you, because that call is yours to make.
FreeYour own WhatsApp numberClients keep messaging the number already in their phone. Nothing to explain, nothing to move.
FreeTelegramThe other app half your clients actually open.
FreeWeb chat on your pageSomebody who found you at midnight can ask without having your number.
FreeImport a WhatsApp group exportThe family chat you have run for years becomes a record you can search.
FreeAn imported thread says it was read off a fileYou always know which conversations you can reply to and which are history.
FreeRecognising who you are talking toPut a name to a number without it pretending to be proof of who they are.
FreeClients19
The register — as many people as you haveEvery client, however many you get, with nothing archived out from under you.
FreeAdd a clientOr let one arrive from a conversation you have already had.
FreeTheir page: NowWhat is open with this person today, before you dial.
FreeTheir page: CoverWhat they hold against what the household needs — the gap, on one screen.
FreeTheir page: RecordEverything ever said, and what each answer stood on, if anyone asks.
FreeThe standing railTheir income and age in one place, so you are never working from two different figures.
FreeThe coverage mapTen categories, and the empty squares are the ones worth a call.
FreePolicies held — filed, edited, lapsedWhat they actually own, dated, so a review starts from fact rather than memory.
FreeHouseholdsThe wife, the parents, the children — one file instead of four.
FreeWhat they keep askingSix signals from real conversations: what is on their mind before you ask.
FreeWorth a call, with the evidence under itA reason you can say out loud, not a score you would not repeat to them.
FreeWhat the fact-find is still missingThe one question left to ask, instead of a form nobody ever finishes.
FreeContribution — four columns, never a scoreWhich relationships carry your business, without ranking people by what they paid.
FreeHeadroom, as ranges rather than a numberRoughly what is left to place, sized honestly rather than promised.
FreeThe introductions mapWho could introduce you to whom, out of the clients you already have.
FreeLenses over your clientsHolding cover · lapsed · no review date · never messaged. Four lists, one tap.
FreeRecord a meeting against a clientStop writing notes while somebody is telling you something that matters.
3 hours freeThe write-up, separated by speakerThe follow-up is written before you are back at the car.
3 hours freeThe advice record for one personOne person's whole file, ready the day somebody asks you for it.
FreeAppointments10
The diaryWhat is booked, what moved, and who has not been told about it yet.
FreeAdd one you agreed yourselfThe meeting you fixed on the phone belongs in the same diary.
FreeThe brief, before you walk inTwo minutes of reading instead of twenty of remembering.
FreeWhen you are availableYou are only ever shown in the hours you would actually take.
FreeExact dates, not just a weekly ruleThe Tuesday you are away stops being bookable.
FreeYour booking linkThey pick a time at 2am and you wake up to a meeting.
FreeConfirmation and reminder, sent for youFewer no-shows, without you chasing anybody.
FreeThey did not turn upOne tap, and the diary stops telling you a meeting happened.
FreeYour own calendar, readNever double-booked against your own life.
FreeTwo-way calendar syncBookings appear in Google, so the calendar on your wrist is right.
30 days freeThe library13
One search across everythingOne question, one answer, instead of four PDFs and a guess.
150 freePlansThe wordings you sell from, where the assistant can quote them.
FreeA plan's own pageWhat it covers, in the words it was actually published in.
FreeTwo plans side by sideThe comparison a client asks for out loud, ready before they ask.
FreeCostsWhat the bill actually comes to, from MOH, when somebody asks what it would cost.
FreeLook up what a procedure costsA figure with the page it came from, so a client can check you.
FreePeopleHow long people live and what households spend — the numbers behind a projection.
FreeYour answersYour own wording, reused, so it sounds like you rather than a brochure.
FreeWhat your assistant may quoteYou decide which sources it speaks from. Nothing is quoted that you did not allow.
FreeUpload a policy documentKeep the whole shelf, at no cost per page and none to store it.
FreeReading and indexing a documentIt reads the wording once so that you never have to again.
12 freeRead a document against one clientWhat their own plan pays towards the thing they just asked about.
150 freeNo figure leaves without its sourceA number you can stand behind, because it is printed in the document.
FreeThe assistant10
How it soundsIt talks the way you talk, and stops where you would stop.
FreeProceduresTell it once what to do when something happens, and it does it every time.
FreeWho it answersClients, strangers, or nobody yet — you choose which.
FreeAfter hoursWhat it says at 11pm, and what it holds until you are awake.
FreeAlerts to youYou hear about the question it would not answer before the client chases you.
FreeWhat reaches a clientReview due, no-show. Sent in your name, and never selling anything.
FreeMeeting remindersThe reminder goes out whether or not you remembered to send it.
FreeBirthday greetingsA message on the day, in your words, that you approved once.
FreeRehearse it against a scenarioFind out what it says to a hard question before a client does.
150 freeImprove — what it got stuck onThe questions it could not answer become the next thing you teach it.
150 freeYour page11
Your whole career at your own addressOne link that does the introducing, instead of a bio and a phone number.
FreeWriting it, block by blockYour photo, how you work, what you do at claim time — in your own words.
FreeThe review before it goes upChecked against the advertising rules before a client, or MAS, reads it.
FreeYour MAS representative numberPublished with a link to check it, so a stranger can verify you in one tap.
FreeThe qualifications you actually holdThe exams nobody knows you sat, somewhere a client can actually see them.
FreeThe plans you advise onSomebody arriving cold can tell whether you are the right person.
FreeWho read your pageWhich part they read, and what they did next.
FreePresent a deck in front of a clientTheir figures on an iPad, with your name on it and nothing of ours.
FreeComposing a new deckShape the meeting before you walk into it.
ProEditing the deck from inside the deckFix a number in front of them without leaving the room.
FreeA deck already built keeps openingLast month's deck still opens at its link, whatever your plan says.
FreeThe record and the licence8
Five years of every answerThe answer, and what it stood on, for the five years you have to keep it.
FreeExport it whenever you want itYours to take with you, including on the day you leave.
FreeThe pack, for when somebody else asksThe file an agency or MAS asks for, already assembled.
FreeYour licensed identityYour name and number, entered once, on everything that carries them.
FreeThe Selected Client checkThe rule about who may not be sold to, applied before you proceed.
FreeYour firmWhat your agency can see of your clients, decided by you.
FreeWhat we may process, and who else touches itWho touches your clients' data, written down, and re-asked when it changes.
FreeEvery figure carries its sourceNothing quoted that cannot be traced back to where it was published.
FreeThe workspace7
Region, currency and timezoneThe register you are on decides what may be said in your name.
FreeTeammates and their accessBring in an assistant or a junior without handing over your own login.
FreeWhich of your assistants are liveKnow which channels are actually answering, and what is stopping the ones that are not.
FreeYour plan, your invoices and what is leftWhat you have spent of the free plan, visible from the first day.
FreeYour own Claude, reading your workspaceAsk your own Claude about your clients, without it ever seeing a date of birth.
FreeThe co-pilot that operates the consoleAsk for the thing instead of hunting for the screen.
25 freeHelp and feature requests through itReaching a human is never counted against any allowance.
Free