Advisor passbookSeven modules, one client recordFolio 1 - 7
01Client BookEvery client grouped by family, with policies, folios, nominees and the dates that matter.p.1 02Renewal RadarRenewals, expiring motor and health covers, failed premiums and bounced SIPs, 30 days ahead.p.2 03Policy VaultPolicy documents, statements and KYC papers stored safely and found in seconds.p.3 04Portfolio ViewEach client's insurance cover and mutual fund holdings in one view, built from your records.p.4 05AI Client AssistantMeeting briefs, review reminders and draft messages, prepared for you to edit and send.p.5 06Lead GardenLeads and referrals nurtured over months with timely, patient follow-ups.p.6 07Compliance LogDisclosures, client consent and every message kept as a clean, time-stamped record.p.7
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No.ParticularsFolio

01Client Bookp.1 02Renewal Radarp.2 03Policy Vaultp.3 04Portfolio Viewp.4 05AI Client Assistantp.5 06Lead Gardenp.6 07Compliance Logp.7 08Plans and pricingp.8

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Fill in the form and your login details arrive by email. Your trial opens every module for one advisor, so you can see the full passbook before choosing a plan.

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Bring your Excel sheetImport clients and policies on day one.

Renewal radar from day oneSee the next 30 days of renewals as soon as you import.

Try the AI assistantMeeting briefs and draft reminders, for you to approve.

Account opening formForm SL-01 · 30-day trial

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The client passbook for insurance agents, POSPs, brokers and mutual fund distributors. Every family, renewal and record, kept in order.

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Client Book Renewal Radar Policy Vault Portfolio View

More modules

AI Client Assistant Lead Garden Compliance Log Plans and pricing

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