Capture key client data and interactions, including automatic e-mail recording. Then generate a summary report to see a comprehensive client overview.
Fields for the financial industry
Personal data fields for client and prospects. Includes date of birth, social insurance number, driver’s license numbers, multiple address fields, and more.
Capture households and companies
Households and companies are separated so you can capture data unique to each. For households, you can maintain a record for each member, their relationships, and more. For companies, have all of your carriers at your fingertips, track all the trusted advisors of your clients, and capture group insurance policies for the companies you deal with.
Powerful tracking
Track living benefits, life insurance investments and group insurance policies. Built in support for multiple policies, custom filtering, sorting and summary fields for a more general overview.
Quickly target contacts
With a few mouse clicks you can target certain groups within your contacts database. Built in e-mail and letter templates are available for marketing and servicing your clients.
Simple address managment
Custom address container for easy mail merging, labels, and envelopes. Mark which address is the primary address and a mailing label is automatically generated. The mailing label will also reflect the naming convention for the client and their spouse (respects independent last names).
