Family card
Ready on site.
Star category
Private clients: for insurance and financial advisors
For advisors serving private clients, family data, contracts and the annual review sit on one card. Reminders keep the relationship warm.
- English and the community languages your customers speak
- EUR, IVA and local levies
- Data protection under GDPR
Knowing the private client
Each family’s contracts, non-health notes and earlier meetings stay on the card; a review appointment is suggested on anniversaries. Clients also see their documents and policies through the portal.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Spanish specifics
Sensitive health-related data is kept only where needed and with explicit consent; access is restricted.
Frequently asked questions
Do clients get automatic messages?
If you wish; text and timing are set by the advisor.
Related topics
Client file
The client’s personal details, family members, policies, documents and meeting notes are held in one file.
Learn moreAppointments and calendar
The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them.
Learn moreClient portal
After a secure login the client sees their policies, documents and appointments and can report a claim and upload documents.
Learn more