See who's putting the work in, without seeing their clients

What a team leader needs from it

• Activity, not surveillance

  Clients added, meetings logged and analyses used this month, and when each advisor was last active. Enough to spot who has stopped.

• Your way of running a meeting

  The questions you want every advisor to ask and the messages you want them to send, on every prep sheet and client page. Change them and everyone sees it at once.

• Clients that stay private

  You pay the bill but can't see anyone's clients, and no one in the team sees anyone else's. Advisors are told this when they join.

• No mess when someone leaves

  Clients live in each advisor's own account, not the team's. A leaver keeps their book and nothing is deleted.

What you see, and what you never see

Advisors put real notes into a system only when they trust who can read them. This is exactly what your team page shows.

Clients added this month

You see it. A new advisor adding nobody is the earliest sign they need a hand.

Meetings logged this month

You see it. It tells you who is actually out seeing people.

Analyses used this month

You see it, and you can give extra analyses to any advisor on your team.

Last active

You see it. It catches the advisor who signed up and never came back.

Client names, notes and messages

Never. They belong to the advisor.

How many clients each advisor has

Never. Book size stays private.

How AdvisorKin works

1. 1

   Start the team

   At advisorkin.com/teams, with your advisors' emails. You don't have to use AdvisorKin yourself.

2. 2

   Advisors join with their own email

   A personal email they'll keep, so their clients stay reachable if they ever change agency.

3. 3

   Add your playbook

   Your first meeting questions and follow-up messages, on every advisor's phone from that moment on.

What it costs

• Free for up to 10 clients, with no card.
• Starter S$15 a month (S$150 a year) for up to 30 clients.
• Pro S$29 a month (S$290 a year) for unlimited clients.
• Teams of 5 to 20 advisors, S$20.83 a month each paid yearly, free for the first 14 days.

Questions advisors ask

What should an insurance agency team look for in a CRM?

One advisors will actually open every day. That means quick on a phone, reminders of who to follow up, and clients kept private from the leader, so advisors are comfortable writing real notes. For the leader, activity at a glance and a way to share how the unit runs a first meeting.

How much does the team plan cost?

S$250 an advisor a year, or S$25 an advisor a month, for 5 to 20 advisors. The first 14 days are free. Every advisor gets Pro: unlimited clients, 30 analyses a month and import.

Can a unit leader see their advisors' clients?

No. You see clients added, meetings logged and analyses used this month, and when each advisor was last active. Never client names, notes, messages, or how many clients an advisor has.

Do advisors on the team plan pay anything?

No. The team plan covers them. An advisor who wants more analyses can still buy extra for themselves, or you can give them some.

What happens to an advisor's clients when they leave the unit?

They keep them. Clients live in the advisor's own account, not the team's, and nothing is deleted when they leave.

Do I need to use AdvisorKin myself to run the team plan?

No. You can use the team page alone: add advisors, keep your questions and messages up to date, and check this month's activity.

Does it work for both tied agencies and independent firms?

Yes. AdvisorKin works the same whichever company your team is with, and whichever insurers or products you advise on.

More for advisors

• First Meeting Checklist

  What to ask a new prospect, free and printable.

• Follow-up messages

  Ready-to-send messages for birthdays, policy dates and big moments.

• For unit leaders

  One plan for 5 to 20 advisors, with your own questions on every phone.

• All free guides

  Everything we have written for advisors, in one place.