Manage clients, identify cross-sell opportunities and automate renewals — all in one platform.
Get full visibility, automate actions and grow your sales.
Track clients, renewals, commissions and opportunities in one place.
AI analyzes client policies and detects coverage gaps automatically.
Complete view of each client: policies, gaps, messages, proposals.
Messages, questionnaires and document requests within the platform.
Identify sales opportunities based on client coverage gaps.
Renewal alerts, pending actions and milestone notifications.
€49/month
Unlimited clients
Create an account in 60 seconds and start managing clients.
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