Where your data arrives safely
A private portal for your firm. You upload on your side. We deliver reports on ours. Nothing travels by email.
Your files are held in Canada, in storage built for your firm alone, and deleted when the work is done.
LENS
Inside Gateway
See what is in your book
Lens reads your client records and shows you what is there. Coverage gaps. Term policies coming up for renewal or conversion. Households with insurance and no investments. Clients nobody has spoken to in over a year.
Every finding shows where it came from, so you can check it against your own records.
You get a ranked list, not a long one. The point is the next twelve conversations, not the next four hundred.
