Invictus

Fragen und Antworten

• Security
  Uses Google's cloud with encryption to keep data safe and private.
• Pricing in CAD
  Pricing is shown in Canadian dollars to help Canadian advisors understand costs easily.
• All in one place
  Combines clients, leads, quotes, signatures, and activities in one easy-to-use system.
• Audit trail on every signature
  Keeps a record of every signature for legal proof and compliance.
• Run your whole book of business
  Manage all your clients, leads, and policies in one system without switching between tools.
• E-signature, in person or remote
  Clients, spouses, and agents can sign documents in person or online, with live updates and proof of signature.
• Lead pipeline & activity timeline
  Tracks every lead from first contact to policy, with records of calls, emails, notes, and stage changes.
• Client, household & policy records
  All client, spouse, dependent, and policy information are saved in one place with full history, so nothing is lost.
• Multi-carrier travel & Super Visa quotes
  Shows quotes from five carriers side by side to compare rates for travel and Super Visa insurance.
• Built specifically for insurance advisors
  Designed to match how insurance sales and renewals really work, not a generic system.