What's the problem?

We hate pressured, untimely or unwanted sales calls. Especially when someone is trying to sell us life insurance.

So how do we fix it?

We transform the way in which any adviser providing life insurance interacts with their clients.
We do this by automating many time-consuming processes including:

Marketing to new customers

New policy servicing

Processing new enquiries

Cross-selling to existing client banks

Keeping existing customers on the books

We leave advisers to focus on what they do best; offering advice.

Is this a CRM?

No. We're not. We are completely unique. In fact, what we have built doesn't exist anywhere in the world. It's insanely complex at the back end, but beautiful for advisers and their customers to use.

So how does it work?

1. Automated marketing tools

Personalised and product-specific marketing campaigns

Scheduled messaging at specific times in the customer life-cycle

Targeting highest intent customers without the pressure

2. Interactive adviser chatbots

Replaces lengthy or untimely telephone calls

Automatically identifies needs and offers relevant options

Prepares customers for advice 24/7

3. Intelligent adviser signposting

Provides automated notification of all customer requests

Allows fast and easy access to all relevant fact find information

Enables all advisers to offer best advice as quickly as possible