CRM| Short Term| Assurance| Investments| Credit Life| Medical Aid| wills & estates| Commission

The Contact Management application is the foundation of our product offering. With its central customer database, it can be used as a standalone application or combined with the other modules for a more comprehensive solution.

The Short Term Insurance solution allows you to create and manage a complete short term brokerage for both personal and commercial lines of business. Use the Financials- and Collections modules to collect premiums and manage accounts.

The Commission Processing module includes all the functionalities of a comprehensive commission management system.

 Online forms allow for electronic data to be integrated directly with your practice management, line of business or CRM system. 

The Client Portal is designed to act as a direct and open channel between Client and Financial Advisor / Brokerage. Your client will be able to access the Client Portal from any digital device using secure login details.