CRM for financial advisors
See by Wednesday if this week keeps your FYC goal in reach.
Log Sets, Openings and Closings in one tap between meetings. Your pace sits next to your pledge all week, so a slow week shows up on Wednesday, not when the month closes.
Wednesday: 4 of 9 Sets pledged
- 1Priya588/10
- 2Marcus416/8
- 3You334/9
- 4Wei Lin273/9
Six moments
Your week, from the first call to the closed case
01Your FYC goal
See how many appointments your FYC goal needs this month.
Put the year's FYC goal into the activity calculator, with your case size and closing ratio, and it works back to the appointments and closed cases each month takes. Your pledge splits it into weekly Sets, Openings and Closings.
- Your FYC goal as a monthly number
- Worked out from your own closing ratio
- Your pledged numbers, where your manager can see them
S$5,000
FYC a month
4
closed cases a month
16
appointments a month
Your pledge, a week
02After a meeting
Your week, counted as you go, not rebuilt on Friday.
Tap once on your phone and the Set, Opening or Closing is logged, with its points. Log a closed case with its premium and the first-year commission fills in.
- One tap per call, Set, Opening or Closing
- First-year commission filled in on a closed case
- Your pace against your pledge, all week
0310pm, a WhatsApp message
Stop losing cases in scattered WhatsApp chats.
Link your WhatsApp number and every chat lands on the client's record, so the whole history is there before you call back.
- Every chat saved to the client's record
- Clients you haven't spoken to in 30 days, at the top
- Today's follow-ups, overdue first
04Before the meeting
Know what a policy pays you before the meeting.
Pick the plan and pay term, put in the premium, and see your first-year commission and what the policy pays you in each year after.
- Protection, hospital, whole life, endowment and ILPs
- First-year and renewal commission, year by year
- No rate card, no sums on paper
Pay term
- Year 1S$1,200
- Year 2S$450
- Year 3S$210
- Year 4S$210
- Year 5S$210
- Year 6S$210
05End of the month
See which step is losing you cases.
Your Sets, Openings, Closings and closed cases sit side by side, with the share that makes it to each next step. The weakest step is called out, so you know what to work on.
- Set to Opening to Closing to closed
- Your biggest leak, called out
- This week, month or quarter against the last
- Set27
- Opening19
- Closing11
- Closed9
- Set to Opening70%
- Opening to Closing58%
- Closing to Closed82%
Biggest leak: Opening to Closing at 58%
Meetings are not progressing to closing. Surface needs earlier and ask for the next step.
06Your manager
Your numbers show up as you log, so Friday isn't a report.
Your manager sees what you've logged as you log it. On Friday you file a short check-in with your numbers already filled in, and you write only the story.
- This week's leaderboard, updated as you log
- A weekly check-in with your numbers filled in
- No Friday report rebuilt from memory
- Setson target
- Openings2 to go
- Closingson target
- Closedon target
Work out this month's number.
Put in your FYC goal and see the appointments this month needs, before your next meeting.