The CRM that fills itself in.

Every client in one place

Open a client and the numbers that matter are at the top. Click any of them to go straight to the detail.

• Annual premium, next renewal, open claims and what's overdue
• Policies, programs, claims, activity, files and contacts on the same record
• Contacts with a primary contact who gets the questionnaire
• Answer history belongs to the business, so it survives staff changes

Classified once. The right notices every time.

Tell coverbound how the client is classified. Every document that follows includes the notices that classification needs.

• Australia: retail or wholesale, which decides FSG, PDS and advice notices
• UK: FCA customer category and whether the Ombudsman can hear a complaint
• A warning on the record until it's set

A timeline nobody has to write

The history builds itself from the work. Nothing is copied in by hand.

• Questionnaires sent, opened and submitted
• Proposals viewed, signed and accepted
• Claims opened and moved along
• Calls, meetings and notes you add in one line

A pipeline that moves itself

• New business and renewals on one board, from draft to bound
• Each card shows how many markets were approached and how long the oldest has sat
• Sending the proposal moves it to Proposed. Acceptance moves it to Accepted.
• Lost placements keep the reason. Expired ones are flagged.
• Call the stages whatever your brokerage calls them

What they hold and what they turned down

• Held cover read from bound policies. Nothing to keep up by hand.
• Recommended, quoted and not taken, declined or not discussed
• The client's reason kept with the date they gave it
• Your cross-sell list and your record if a gap is ever questioned