Clientaly
For solo advisors

You are the advisor, the admin
and the compliance department

Nobody is behind you catching what slips. Clientaly is built so the things that quietly cost you — a renewal missed, a file that was never written up — do not depend on you remembering them.

Most advisors are running four systems and calling it one

A spreadsheet for the book. Email folders for the correspondence. A drawer for the signed paper. And the part only you know, which is the part that walks out of the business with you.

Every household, policy, note and document in one place
Bring your existing book across — a spreadsheet or an export is enough to start
Duplicate detection so the same family does not end up in there twice
Search that finds a client by any member of the household
Works on a phone between appointments, not just at the desk
one practice · one system
↑ nothing kept in a second place

Insurance is sold to households, not contacts

A contact list makes you look up a husband and a wife separately, then work out for yourself that they are the same case. That is backwards, and it is why cross-selling gets missed.

Clients grouped into the household, with the relationships recorded
Every policy the family holds visible from one screen
Children and dependents tracked, including the ages that change what applies
Business clients handled alongside personal ones
One conversation covers the family, not one policy at a time
household · not a contact row
one household, every policy in it

What it actually changes in a week

You stop losing renewals

Expiring and recently lapsed policies are put in front of you daily. The renewal you miss costs more than the software does, and it usually costs the client too.

The file writes itself

Needs analysis, signed and locked, as part of the conversation you were already having. Not a weekend spent reconstructing files for a review.

You quote in minutes

One set of details, the market back in a comparison, sent as a branded quote from your own address while the client is still interested.

What it costs

One advisor, $120 a month in Canadian dollars. Unlimited clients, unlimited policies, every product type, and the compliance side included rather than sold as an upgrade. There is no free trial — we set your practice up with you instead, because the data going into it is not the kind you experiment with.

See it with your own book

Bring your spreadsheet. We will show you what it looks like once it is in one place.

Book a walkthroughSee pricing