A connected marketing system

More clients, less admin

We build connected systems for insurance brokers: professional online presence, structured customer care and automated processes.

Plan system

Typical hurdles in a broker's daily work

Administration eats the time you need for advising clients.

Your online presence does not convince younger clients - referrals alone are no longer enough.

Customer data is spread across broker software, Excel and the email inbox.

Annual reviews and contract expiries are not tracked systematically.

Recurring requests (certificates, claims) tie up time every day.

How we digitalise your portfolio

One system for visibility, customer care and processes.

A presence that builds trust

Advisory focus areas, team and reviews - a website that turns first contacts into appointments.

A CRM for your portfolio

Clients, contracts and contact history in one place - with follow-ups for annual reviews.

Automated processes

Birthday greetings, contract expiry reminders and document requests run automatically.

Matching services

How we implement your system in your industry.

Website & Leads CRM & customer care Automation

Frequently asked questions: Insurance

No - it complements it. Your broker software remains the portfolio system; our CRM setup handles marketing, first contacts and structured communication before someone becomes a client. Where possible, we connect both systems.

Through local visibility, clear advisory focus areas and easy appointment booking. We build your website so that searchers find you and the path to a first meeting is as short as possible.

Yes. Especially with sensitive insurance data we rely on self-hosted systems without forced US cloud services, encrypted transmission and proper data processing agreements.

Plan a system for your industry

Free and non-binding - we find the right solution for your business.

Plan system