How It Works Features T65 Leads Dashboard Quotes Pricing Get Started

8 Data Categories Per Client

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Personal Info

Full name, date of birth, age, phone number, email, mailing address

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Household

Spouse name & details, dependents, family members on shared plans

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Current Coverage

Active policies, carrier names, plan types, group vs. individual

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Needs & Interests

What they're shopping for, expressed preferences, budget considerations

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Key Dates

Birthdays, policy renewals, enrollment windows, retirement dates

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Coverage Gaps

Missing lines automatically detected โ€” dental, vision, life, LTC

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Employment

Employer name, group plan status, retirement date, COBRA eligibility

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Agent Notes

Freeform context, follow-up reminders, referral sources, conversation history

Auto Gap Detection

No dental coverage identified
No vision coverage identified
No life insurance on file
No long-term care plan
Spouse lacks separate coverage
No annuity or retirement plan
Turning 65 โ€” Medicare eligible
Group plan ending โ€” needs transition

Compliance Guardrails

Your data is yours. Period.

Export your entire database anytime as CSV or JSON. No lock-in, no data hostage games. If you leave, your data leaves with you โ€” complete and unmodified.

AES-256
Encryption at rest
TLS 1.3
Encryption in transit
0
Training on your data
1-Click
Full data export