Professional services
Financial advisers and insurance brokers
Financial advisers and insurance brokers spend too long on fact-finds, suitability reports and renewal reminders that never quite go out on time. We build tools that prepare the paperwork from the client record, for a qualified adviser to review and sign.
For financial advisers and insurance brokers
Three things we build first
- 01
Fact-find capture and suitability report drafting
Fact-find capture and suitability report drafting from the client record, for the adviser to check, amend and sign.
- 02
Renewal pipelines
Renewal pipelines with reminders, owners and escalation, so no policy or review date passes unnoticed.
- 03
Secure client portal
A secure client portal for document requests, uploads and issued paperwork, replacing attachments sent by email.
Security
Serious security for sensitive work
Client finances and policy records stay behind invitation-only access, with each adviser seeing only the clients their role allows.
Everything we build runs on infrastructure independently certified to ISO 27001:2022 and audited to SOC 2 Type II, from the build platform to the database to the global edge network in front of it.
- ISO/IEC 27001:2022Build platform, database and edge network are each certified to the international standard for information security management.
- SOC 2 Type IIIndependent auditors test the security controls of every layer we host on, over time and not just on the day.
Where we start
One job first, done properly
We start with the report or renewal that takes the most time to prepare. Advice remains the adviser's own; the system gathers the facts, drafts the standard parts and records what was checked, so your compliance file builds as the work is done.
Connections
Work with what you have
Tools businesses like yours often use. We connect to what you already have; naming a tool does not imply any partnership.
- Microsoft 365
- DocuSign
- HubSpot
- Xero
- Google Workspace
- Calendly
Tell us the job
Tell us which report takes longest to write, and we will show you how a good first draft could be waiting.
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