Product · Insurance Advisor CRM

A CRM built around the adviser's day, not the database

Insurance Advisor CRM is a MindYards product for insurance and protection advisers. It manages enquiries to completion with an SLA-driven work queue, document chasing, AI-extracted client data and commission reconciliation, synced with Microsoft 365.

Who it's for
Insurance and protection advisers, broker firms and adviser networks
Format
Live web application with demo data, tenant setup and customisation on request
Integrates with
Microsoft 365 calendar and mail, with provider and payroll feeds on request
Ask about Insurance Advisor Open Insurance Advisor

What it does

One screen for the work that matters today.

  • Pipeline by stage with follow-up and document SLAs
  • Parties, cases, tasks and appointments in one view
  • Earnings expected versus reconciled, with clawback visibility

AI inside

AI that removes admin, with the adviser approving every result.

  • Extraction of payslips and documents into case fields for review
  • Suggested next actions in the work queue
  • Natural-language search across parties and cases

Compliance

Built for a regulated profession.

  • Suitability and licence expiry tracking
  • Audit trail for every change
  • Role-based access

Customisation

Your process, your providers, your cloud.

  • Your stages, SLA rules and document lists
  • Provider integrations
  • Private tenant on your cloud

Tell us the problem. We'll tell you if AI is the answer.

A 30-minute call, no deck, no obligation.

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