Family card
Ready on site.
Star category
Private clients for insurance and financial advisors, built for Saudi Arabia
In Saudi Arabia, quotes and invoices are in riyals with 15% VAT shown clearly, so this is planned that way from the start. 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
- SAR, VAT and local levies
- Data protection under PDPL
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.
Saudi 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
Client file for insurance and financial advisors in Saudi Arabia: client card and family and related persons. SAR quote with 15% VAT, Arabic and English.
Learn moreAppointments and calendar
Appointments and calendar for insurance and financial advisors in Saudi Arabia: online booking and pre-meeting summary. SAR quote with 15% VAT, Arabic and English.
Learn moreClient portal
Client portal for insurance and financial advisors in Saudi Arabia: policy view and document upload. SAR quote with 15% VAT, Arabic and English.
Learn more