Insurance & brokerage

Your files live between two mailboxes and a shared folder.

Each person holds part of the file, nobody holds all of it. When someone leaves, part of your portfolio leaves with them.

  • One client file, shared
  • The history stays when the person goes
  • Built around how you actually work

Named clients, not logos

  • PCS

We only name real companies. It can be checked, and it is the only reference that counts.

The risk is less the loss than the dependency

As long as everyone keeps their files in their own mailbox, your firm depends on its people’s memory rather than on its own tools.

This is not a discipline problem: they were never given a tool to do otherwise.

A platform built for your firm

When no product on the market fits, we build the one that does — then we run it. This is not a project delivered and abandoned.

See custom development

Do your files belong to the firm?

If the answer depends on who is in that day, describe your setup. We come back within one business day.

Tell us about your situation