Client card
At every step.
Hotel feature
Client file: for insurance and financial advisors
The client’s personal details, family members, policies, documents and meeting notes are held in one file. When the client calls, the full picture is ready.
- English and the community languages your customers speak
- USD, sales tax and local levies
- Data protection under CCPA
One file, the full picture
Client and family members are held with linked records; every policy, document and appointment ties to the person concerned. When the adviser opens the file they immediately see open deadlines, the last meeting and pending tasks.
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.
US specifics
Financial and personal data requires special protection; access and retention rules are strictly set by the firm.
Frequently asked questions
Who can access the client file?
Only people authorized by role; every access is logged.
Related topics
Policy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreAdvisory record
Meeting notes turn into an advisory record from a template; the client approves and the document is added to the file.
Learn moreDocument management
Policies, offers and correspondence are filed in the client record; they open by permission, versions are kept and documents are searchable.
Learn more