Built for your trade · Insurance advisory
A policy sold is a renewal due in a year. Track the proposal, the medicals and the renewal date without a diary.
No renaming, no custom fields to build. It already calls them prospects and policies, and asks the 11 questions your trade actually asks.
This is the board an advisor opens on the first morning — not a template to configure, the pipeline as it ships.
A sale is not the end of the job. Winning one opens a second board:
Every policy carries its date and surfaces in the queue in time to ring.
A case sitting at medicals for three weeks shows how long it has been there.
Captured on the record and carried through to renewal rather than asked again.
11 fields, grouped the way you would ask them on the telephone. Change any of them later; none of them is work you have to do first.
Every one of these is a door that is already built. Nothing is typed in twice, and a duplicate enquiry is recognised as one.
Choose Insurance advisory when you sign up and the board, the fields and the channels above are already there. Nothing to configure before the first enquiry.