... for Insurance & Financial Brokers

Every client relationship matters.
So does every detail.

Manage client connections as carefully as you manage their financial futures.

Familiar with these challenges?

• Losing track of client needs?

  After client meetings, important details about their specific requirements and circumstances get lost or forgotten.

• Missing renewal opportunities?

  Without systematic contact management, policy renewal reminders and cross-selling opportunities fall through the cracks.

• Time-consuming documentation?

  You spend hours manually recording client information instead of providing personalized financial guidance.

• Inconsistent client experience?

  Client information stored in multiple places leads to disjointed service and missed opportunities to build trust.

Ultra Business Card for Insurance & Financial Brokers

Capture client information securely, track policy details, and deliver personalized service that builds lasting relationships.

• Secure Client Profiles

  Capture and store sensitive client information with industry-compliant security standards and customized fields.

• Policy Tracking

  Add notes about specific policies, coverage needs, and important dates directly to client profiles for timely follow-up.

• Broker Software Integration

  Connects with industry platforms like Applied Epic, AMS360, and Vertafore to eliminate redundant data entry.

• Professional Documentation

  Both broker and client receive a detailed summary of the consultation by email, establishing clear communication and trust from the start.

Ready to enhance your client relationships?

Try Ultra Business Card for insurance and financial professionals and discover how organized client management leads to increased trust, referrals, and renewals. Create your free trial account today.