What you see
Deliver experiences clients love
Complete control + visibility
Accelerate with intelligent automation
What your clients see
Access information on their multiple policies
Capability to connect
Your App
Product Types
Pensions
Savings & Investments
Insurance
Mortgage
Corporate policies
Your brand on every clients phone
Features
Customer Experience
With our white-label client portal app, your customers enjoy a smooth, branded experience from start to finish. Everything feels familiar and professional—your logo, your colors, your tone—building trust with every interaction. They can access updates and key information anytime, anywhere, making their journey faster, easier, and more connected to your brand.
Marketing & Sales
Leverage the power of HubSpot to supercharge your marketing and sales efforts. With simple workflows, automated emails, smart reminders, and real-time insights, you can engage leads at the right time with the right message—without the manual effort. Streamline your sales funnel, nurture prospects effortlessly, and convert more opportunities, all while saving time and boosting productivity. It’s not just about automation—it’s about smarter, more impactful marketing that drives results.
Lead Generation
Fuel your pipeline with high-quality leads using smart, automated tools designed to attract, capture, and convert. From customisable landing pages and forms to targeted content and email sequences, you can engage potential clients from the first click. Combine this with HubSpot’s powerful tracking and segmentation features, and you’re not just generating leads—you’re generating the right leads, faster and more efficiently than ever before.
Client Retention
Client retention starts with delivering value—and a white-label app helps you do just that. By offering a seamless, personalised experience that keeps your brand front and center, you stay top of mind long after the first interaction. Easy access, consistent communication, and a polished digital presence all contribute to deeper trust, stronger relationships, and clients who keep coming back.
Automation
DocuSign automations simplify the management of online applications and the signing of LOAs and TOAs, making them easily accessible during engagement. Additionally, DocuSign now offers ID verification to support ‘Know Your Customer’ (KYC) requirements.
White Label App
Our white-label app gives your brand the spotlight—your logo, your colors, your identity—delivering a seamless, professional experience your clients will trust. It boosts brand recognition, strengthens customer loyalty, and lets you offer powerful digital tools without the cost or time of building from scratch. Your app, your way—fully branded, fully yours.
Every service you offer, available anywhere
Marketing Plus
SEO Content
Managament
SEO Optomised Blog Post Generator
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Social Media
Management
AI Powered Social Media Post Scheduler
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E-Campaign
Management
Automated Email Content Creator
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Marketing
Analyitcs
Automated Reporting Tool
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Got questions? We’ve got answers
How quickly can I be up and running?
It typically takes 3-4 weeks from the first onboarding call to get published on the App store. Our team tailors the process to your specific needs and provides trianing while the app is under review to ensure you’re ready for launch!
Can someone set up the software for me?
Of course! Our onboarding specialists handle all the heavy lifting for you, ensuring a smooth and seamless setup in as little as 10 days. We’ll take care of the details, so you can stay focused on what matters most—running your business.
How much support will I get?
We provide a fully supported service during typical business hours and will respond as soon as possible, often within hours of the enquiry raised.
How much does the software cost?
We provide fully transparent pricing tiers starting at €240+VAT per month, and we offer flexible plans based on the features and tools your business needs. View our 3 tier options with prices and features here.
Product Types
Insurance
Pensions
Savings & Investments
Mortgages
Corporate Policies
