For insurance agents in Singapore
Keep track of every client without a spreadsheet
Agents lose clients in small ways. A prospect mentions a baby due in March and it is forgotten by the next call. A promised comparison slips by three weeks. A policy anniversary passes with no message, and the next year someone else is servicing them.
AdvisorKin is a client management app for insurance agents in Singapore. Write a quick note after each meeting, and it keeps the dates, the worries and the next step you promised, then reminds you each morning who to reach out to and why.
What advisors need it to do
One place for what clients tell you
Instead of a notebook, phone notes and a hundred chat threads, every detail sits with the client it belongs to.
Policy dates that come back every year
Anniversaries, premium due dates and maturity dates give you a natural reason to check in that is not a sales call.
The family moments
A birthday, a new baby, PSLE results, an operation, NS enlistment. The things clients remember you for asking about.
The message written for you
A birthday wish or a follow-up, drafted for that client in a tone that suits them. You read it, change what you like, and send it yourself.
Follow-ups that do not slip
The next step you promised, with its date, shown on Today and in the morning digest until it is done.
Nothing goes to the client
Every reminder goes to you. AdvisorKin never messages your clients, and never sees who you send anything to.
How AdvisorKin works
- 1
Add your clients
Start with your 10 most important, or import your whole book on a paid plan.
- 2
Write a note after meetings
In your own words. AdvisorKin pulls out the dates, the worries and what you promised.
- 3
Follow up on time
Each morning you get a short list of who to contact today, with a message ready to send.
Spreadsheet, sales CRM, or AdvisorKin
| Spreadsheet | Sales CRM | AdvisorKin | |
|---|---|---|---|
| Where notes live | One row per client, if you keep it up | Long forms built for deals | Plain notes, kept with the client |
| Birthdays and policy dates | You check the file yourself | You create each reminder | Picked out of your notes and remembered for you |
| After a meeting | Type it up later, or never | Update the stage | A few lines on your phone, done |
| What you get each morning | Nothing | A task list you built | Who to follow up today and why, on Telegram |
| Moving agency | The file is yours | The company keeps the account | Your account and clients stay yours |
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 is the best way for an insurance agent to keep track of clients?
- Whatever you will actually use after a long day. A spreadsheet works until it needs reminders. AdvisorKin keeps notes, birthdays, policy dates and follow-ups in one place and sends you a short list each morning, so nothing depends on you remembering to check.
- Do I need to type everything into forms?
- No. You write a few lines in your own words after a meeting. AdvisorKin picks out the dates, worries, family details and the next step you promised.
- How do the reminders reach me?
- On the Today screen when you open the app, and each morning on Telegram if you connect it. Reminders never go to your clients.
- Is it free?
- Free for up to 10 clients, with no card. Starter is S$15 a month for up to 30 clients and Pro is S$29 a month for unlimited clients, both cheaper paid yearly.
- What happens to my clients if I change agency or firm?
- They stay in your account. AdvisorKin is yours, not your company's, and you can download everything at any time on a paid plan.
- Can my manager see my clients?
- No. Even when a unit leader pays for a team plan, they see how many clients you added this month and when you were last active, never who your clients are or what you wrote.
Know an advisor who'd find this useful?
Send it to them, or to your team chat. It's free, and they don't need to sign up to read it.
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.
Never forget what a client told you.
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