Customer 360°
Every conversation, family member, policy and task in one clear customer view.
Built into the workflow Built for modern advisory teams
Health advice,beautifully organised.
One calm, secure workspace for customer relationships, plan comparisons, policies, renewals and claim support.
Role-aware accessPrivate documentsResponsive on every screen
Pipeline
Clear next actions
Today's workspace
Good morning, Aarav
24
Active leads
08
Renewals
03
Tasks due
Priority follow-ups
Live viewRM
Rohit Mehra
Renewal discussion
NK
Neha Kapoor
Review family details
VI
Vikram Iyer
Comparison ready
Monthly progress
76%
Everything stays connected
Less chasing. More meaningful advice.
Designed around the real customer journey, from the first enquiry to long-term policy service.
Plan comparison
Explain cover differences in a structured, customer-friendly comparison journey.
Built into the workflowRenewal radar
See upcoming and overdue renewals before an important follow-up is missed.
Built into the workflowClaims workspace
Track documents, insurer queries, notes and status without promising an outcome.
Built into the workflowTeam hierarchy
Keep Admin, Manager, Team Staff and Advisor access aligned to reporting lines.
Built into the workflowMy Geni
A guided assistant interface designed for sourced, permission-aware support.
Built into the workflowOne connected journey
From first hello to lifelong service.
A shared workflow gives every authorised team member the context they need—without flattening reporting lines or exposing unrelated customer records.
STEP 01
Capture
Bring every lead and customer into one organised workspace.
STEP 02
Advise
Understand needs, compare plans and record the recommendation.
STEP 03
Serve
Track issuance, documents, renewals and claim support over time.
Access follows your organisation
Visibility narrows automatically by role
Admin
Organisation-wide view
Manager
Assigned team and advisors
Team Staff
Assigned advisors
Advisor
Own assigned records
Security by design
The right access for every role.
Sign-in is protected by Supabase Auth, while database policies remain the final authority for which records each person can access.
Database-enforced access rules
Private policy and claim files
Scoped reports and exports
Responsive across devices
Your advisory day, finally in one place.
Sign in to manage your assigned customers, opportunities, policies and service work.
Secure advisor login