Wealth Advisors
See Maximizer for advisors
The short list of what actually made advisors leave their old system and stay. A skim, not a deep end.
Know Every Client Like Your Best Client
The 3:00 review becomes the 2:45. The full client picture assembles in two clicks, without bugging anyone.
Sail Through Audits
A CIRO request lands: nine years, one household. The trail comes together from what was captured along the way.
See Your Whole Book
Month-end, and you want to know who's gone quiet without building a report. The whole book, the drifting ones flagged.
Insurance Advisors
See Maximizer for insurance
Half of Ingrid's book is due for something. The hard part is knowing which half. A quick look at the book that tells her.
Catch the Next Renewal
Renewal dates come due every month, out of a spreadsheet that never warns anyone. Watch one start the work by itself.
Find the Coverage Gaps
Some households are a line short; nobody can see which. Multi-line revenue sitting in clients who already trust her.
Sail Through Audits
Two weeks to produce a household's full file. It comes together from what she logged along the way.
Sales Teams
See Maximizer for sales teams
Pipeline on one screen, activity that logs itself, and the after-sale the pipeline-only tools skip.
Run Monday's Pipeline Review
The meeting runs from the live pipeline, where the quiet deals can't hide. Decisions become tasks before it ends.
After the Yes
One click turns the closed deal into an onboarding that runs task by task, visible to whoever owns the number.
Fifteen minutes with a human who knows your world
When a tour raises questions, that's the call to book.
