Five pillars. One operating system.
Advisor OS, Family 360°, Renewal Intelligence, Mitra AI and Business Insights. Every capability is marked Live, Beta or Coming Soon, so you know exactly what works today.
Advisor OS
Your whole book in one workspace: every lead, customer, task and follow-up, with nothing kept in a spreadsheet or a notebook.
- CRM
- Leads
- Customers
- Follow-ups
- Tasks
Family 360°
See the household, not just the policy: every family member, what covers them, their documents and claims — and what is missing.
- Family
- Policies
- Documents
- Claims
- Protection ScoreComing Soon
Renewal Intelligence
A priority queue of who to contact today, with lapses separated out and every call or message logged against the policy.
- Renewal Calendar
- Priority Queue
- Lapse Alerts
- Automated RemindersComing Soon
Mitra AI
Your AI business partner: it reads your book, tells you what needs attention first and drafts the message for you to send.
- Next Best ActionBeta
- Customer InsightsBeta
- Communication DraftsBeta
- Cross-sell OpportunitiesComing Soon
Business Insights
Know how the business is doing: premium, commission, lead conversion and, for teams, performance by advisor and branch.
- Revenue
- Performance
- Conversion
- Team Analytics
- Live working today
- Beta in testing
- Coming Soon in development
- Enterprise needs integration
Every capability in detail
What each part of the platform does, who uses it and its current status.
Customers and policies
Used by: Customers, advisors, brokers
The core records everything else hangs from.
Customer portal- Live
Customer profiles
Contact details, occupation, city, assigned advisor, notes and an activity history.
- Live
Family members
Spouse, children and parents with relation and date of birth, linked to the policies that cover them.
- Live
Policy records
Insurer, plan, policy number, sum insured, premium, frequency, start and renewal dates, insured members and nominee.
- Live
Policy status
Active, renewal due, overdue, lapsed and pending issuance, derived from the renewal date.
- Coming Soon
Bulk import from a spreadsheet
Upload an existing customer and policy list in one go.
Renewals
Used by: Customers, advisors, brokers
Renewal dates come from the policy record, so nothing has to be entered twice.
Advisor workspace- Live
Renewal queue
Grouped into overdue, today, next 7 days and next 30 days, with premium and days remaining.
- Live
Follow-up status
Pending, contacted, follow-up scheduled, renewed or lapsed, with the last contact date and channel.
- Live
Contact shortcuts
Call, WhatsApp and email links that open on your own phone or computer.
- Live
In-app reminders
Dashboard alerts and notifications at 30, 15, 7 and 1 day before the due date.
- Coming Soon
Automated SMS, email and WhatsApp reminders
Messages sent to customers on a schedule without manual action.
Insurance requests
Used by: Customers, advisors
How a customer asks for new cover and how an advisor handles it.
Explore insurance- Live
Guided request form
Insurance type, requirements, family or asset details, cover amount, documents, review and submit.
- Live
Request tracking
Request ID, assigned advisor, created date, status and next action, visible to the customer.
- Live
Advisor pipeline
Requests by stage: new, under review, information required, options shared, customer confirmation, completed.
- Live
Lead pipeline
Prospects by stage with source, estimated premium and next follow-up.
- Coming Soon
Insurer quote and issuance integrations
Live premiums and policy issuance from insurer systems.
Claims
Used by: Customers, advisors, brokers
A record of each claim and where it stands. Claims are filed with and decided by the insurer.
Customer portal- Live
Claim register
Claim type, policy, amount, incident date and status, filtered by open and closed.
- Live
Claim timeline
Submitted, documents requested, under review, approved or rejected, settled, each with a dated note.
- Live
Status updates by the advisor
The advisor records each response from the insurer so the customer sees progress.
Documents
Used by: Customers, advisors
Policy papers and KYC filed where they can be found.
Customer portal- Live
Categories
Policy documents, KYC, claims, receipts and other.
- Live
Linked records
Each document is tied to a customer and, where relevant, a policy or claim.
- Live
Document requests and review
Advisors request a document; customers upload it; the advisor marks it verified or rejected.
- Live
Search, preview and download
Find a file by name, policy or customer. PDF, JPG and PNG up to 5 MB.
Tasks and calendar
Used by: Advisors, brokers
The follow-ups that keep renewals and requests moving.
Advisor workspace- Live
Tasks
Follow-ups, calls, meetings, renewal and document tasks with due date, time, priority and status.
- Live
Calendar
Tasks and renewals laid out by day.
- Live
Priority queue
Today's and overdue work in one list on the advisor dashboard.
Commissions and reports
Used by: Advisors, brokers
What the book earned and what is still pending.
Pricing- Live
Commission records
Premium, rate, amount, new business or renewal, and payout status for each policy.
- Live
Monthly totals
Commission and premium summed by month from the records.
- Live
CSV export
Customers, policies, renewals, claims and commissions download as CSV files.
Broker oversight
Used by: Brokers, admins
For organisations with more than one advisor.
Broker workspace- Live
Advisor performance
Customers, active policies, premium, renewals due and overdue, and lead conversion per advisor.
- Live
Branches
Advisors grouped by branch with branch totals.
- Live
Approvals
Premium discounts, cancellations, reassignments and commission adjustments raised by advisors.
- Live
Administration
Users, products, notifications and an audit log of activity across the platform.
Assistant
Used by: Customers, advisors, brokers
A supporting tool for quick look-ups. It is rule-based and reads only your own records.
How it works- Beta
Record look-ups
Answers a fixed set of questions about renewals, documents, claims, requests and advisor performance.
- Beta
Renewal reminder draft
Fills a message template from a policy record for the advisor to review and send.
- Coming Soon
AI model for policy summaries and free-form questions
A language model connected to the assistant screen.
Try these features in the demo workspace
Sign in as a customer, advisor or broker and use each screen with sample data.
- Customer, advisor and broker workspaces
- Sample data ready to explore
- Opens in your browser, nothing to install