Providing the portal for brokers to engage more digitally.
Open data, open opportunities…
Choose your Tier.
Save 20%
Essential
All policies in one place…
By offering a single, transparent view of all of your customers policies, you build trust and enhance customer loyalty
Clients can access information on their multiple policies
Get the data feeds direct from the Life companies
You get a fully supported service
Client engagement
Most Popular
Ultimate
Everything included in Basic, plus….
Give your brand the spotlight—your logo, your colors, your identity—delivering a seamless, professional experience your clients will trust
White Label App With Customisable Logo
HubSpot CRM & Marketing Integration
Docusign Automations (E-Signature and ID Verification)
Online Application Process
Add-on
Enterprise
Take your business to the next level
Give your brand the spotlight—your logo, your colors, your identity—delivering a seamless, professional experience your clients will trust
Your App In The App Store & Google Play
Social Media Managment
E-Campaign Management
Google Ads Management
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Basic
For freelancers
50 keyphrases optimized
50 keyphrases optimized
50 keyphrases optimized
50 keyphrases optimized
€2,304/ per year
White Label App
For small businesses
150 keyphrases optimized
150 keyphrases optimized
150 keyphrases optimized
150 keyphrases optimized
Marketing Plus
For agencies
300 keyphrases optimized
300 keyphrases optimized
300 keyphrases optimized
300 keyphrases optimized
What you see
Deliver experiences clients love
Complete control + visibility
Accelerate with intelligent automation
Clear pricing, clear 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
