In partnership with

FREE 1-month + 50% OFF MyInsurFolio Plus subscription.
In partnership with PolicyXchange. Get your Insurance Central Depository account that allows you to obtain referrals with ease.
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Pricing and Features
First month: FREE (U.P. $60)
Next 12 months: $30/mth (U.P. $60/mth)
Client management
Encrypted Data Storage
Personalised Landing Page
Client Testimonial Showcase
Premium Portal Interface
Portal
24/7 Insurance Portfolio Summary
Insurance Portfolio Summary in PDF
Referral Lead Generation
Premium Completion Email Alerts
Policy Maturity Email Alerts
Automated Email Birthday Greetings
Customised Client Event Alerts
Client Will and Nomination Notes
Private and Shared Client Notes
Promo code: PolicyWoke