Enquiry source
At every step.
Booking journey
New client: for insurance and financial advisors
A new client enquiry arrives, the first meeting is planned and the client card opens. Each source (referral, web, phone) stays on record.
- English and the community languages your customers speak
- USD, sales tax and local levies
- Data protection under CCPA
From enquiry to first meeting
When an enquiry arrives, source and interest are recorded and a suitable slot offered for the first meeting. Documents to request before the meeting are listed; contact and data-processing consent is recorded from the start.
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
Client information duties and record rules depend on the firm’s license and regulation.
Frequently asked questions
Does a web form land directly on a card?
Yes; the form data creates the new client card and the advisor is notified.
Related topics
Analysis and offers
Needs are analyzed, existing policies reviewed and gaps identified.
Learn moreClient 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 more