Our SaaS-based software provides an effective Customer Relationship Management (CRM) tool and Agent Management System (AMS) services to help organize business, investors, and their clients.
What We Offer
More than just CRM
Enabling agencies with top-notch technologies imperative for business success. Our solution allows your team to work seamlessly and boost productivity.
Product Features
Your Trusted IT Partner
One-platform CRM/AMS tool
In a single consolidated platform, manage your agents and clients according to your needs. Organize businesses, investors, and their respective clients.
Tailored to a growing insurance scene
With our CRM / AMS software, reduce the hassle of customization and implementation time needed when using a standalone CRM system.
CRM for Client Onboarding Process
Manage KYC/AML obligations including due diligence and record keeping in the same platform. Stay compliant with local and global directives.
Streamlining of insurance agent onboarding
For Recruiters
Our AMS software simplifies the onboarding of insurance agents to save time and organisation effort.
Enhance visibility of the insurance agent recruitment process
For Recruiters
Boost productivity by viewing details of applicants and by processing prospective candidates in one platform. Never lose track of the recruitment process.
Digitalized Client Onboarding and Management tools
For Agents
View organised client information and update personal records in a fast and accessible fashion.
Events Planning and Management tools
For Agents
Our platform includes integrated planning and management tools for outreach events.
Manage upcoming and existing events and actively observe participation and applicants.
Let our experts take care of all your IT needs - contact us today to learn more about our comprehensive solutions.