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Book a walkthrough
Tell us how you work and we’ll show you Clientaly against your own book — not a canned demo. Usually a reply the same business day.
We use what you send here to reply to you, and nothing else. No list, no sequence.
What happens next
- We reply within one business day with two or three times for a call.
- The walkthrough takes about 30 minutes, by video. Bring your spreadsheet or a few real families; we show Clientaly against your own work, not a demo account.
- You decide. If it fits, we schedule the import and setup. If it does not, you have lost half an hour and gained a second opinion on your book.
What the walkthrough covers
- Your households and policies, imported as they are today
- Renewals, expiries and the daily summary
- Quoting and a CASL-compliant client email, sent in your name
- The compliance record: disclosure, consent, needs analysis, audit trail
- For agencies: roles, oversight and licensing across advisors
Why there is no free trial
Clientaly holds client health and financial information from the moment you start using it. Handing that to a self-serve signup and hoping it gets configured correctly is not a risk worth taking with your book, so every practice is set up deliberately instead.
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Ontario, Canada · data hosted in Canada
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