From lead to bound. Visually.
Drag-and-drop kanban boards that match how your agency actually moves a deal through its lifecycle.
Multiple pipelines for every line
Personal lines, commercial, life and health — each gets its own pipeline with stages that reflect your actual workflow, not someone else's template.
- Drag-and-drop cards between stages
- Custom stages per pipeline
- Filter by producer, line of business, or date range
Every customer in one place
Individuals and businesses in a single customer record. See policies, communications, tasks, and pipeline position all on one screen.
- Unified contact and organization records
- Full activity timeline with calls, texts, emails
- Tags and custom fields for your workflow
Tasks that don't fall through the cracks
Assign follow-ups, set due dates, and let the system remind your producers before a lead goes cold.
- Task templates for common workflows
- Due date reminders and overdue alerts
- Assign to producers or CSRs
Ready to modernize your agency?
Join the waitlist for early access.
We'll reach out when early access opens. No spam.