For unit leaders, teams of 5 or more
Train your whole unit to ask the right questions.
Write your questions and messages once. Every advisor sees them on their prep sheets and client pages, next to everything AdvisorKin already does for them. One bill for the team.
Team plan
OnlyS$20.83/month
Per advisor, paid yearly (S$250), or S$25 month to month. Pro is normally S$290 a year.
- Your unit playbook on every advisor's phone
- One bill for 5 to 20 advisors, monthly or yearly
- Give extra analyses to your advisors
- 14-day free trial for leaders new to teams
- Each advisor's clients stay private to them
Team plan vs everyone buying Pro
Your advisors get the same Pro either way. The team plan is how you share your way of working and look after the bill.
- Price per advisor
- Everyone buys ProS$29 a month, or S$290 a year
- Team planOnly S$20.83/month paid yearly (S$250 a year), or S$25 month to month. 5 to 20 advisors
- Who pays
- Everyone buys ProEach advisor, on their own card
- Team planYou, on one bill
- Unit playbook
- Everyone buys ProNot included
- Team planYour questions and messages on every advisor's prep sheets and client pages
- Adding and swapping advisors
- Everyone buys ProEach advisor signs up and pays on their own
- Team planYou do it on your Team page
- Free trial
- Everyone buys ProStart on the Free plan
- Team plan14 days of Pro for the whole team, for leaders who've never led or been on a team
- What each advisor gets
- Everyone buys ProUnlimited clients, 30 analyses a month, import, reminders
- Team planThe same, for every advisor
- Analyses for your advisors
- Everyone buys ProEach advisor buys their own top ups
- Team planThey can still buy their own, and you can give extra analyses to any advisor who has joined your team
- See who's putting work in
- Everyone buys ProNo
- Team planNumber of clients added, meetings logged and analyses used this month, and last active, for each advisor. Spot who signed up but stopped
- Clients stay private
- Everyone buys ProYes
- Team planYes. You see this month's numbers and when they were last active, never who their clients are or how many they have
Your unit playbook, in every advisor's pocket
How you'd run a meeting, written once on your Team page. Advisors see it under “From your team”, right where they prepare, so new advisors ask it your way from day one.
On every first meeting prep sheet
From your team
“What would make today worth your time?”
Under Ask next time, for every client
From your team
“Has anything changed at work or at home since we last met?”
On every client page, name filled in
From your team
Hi Sarah, thanks for your time today. I'll send the comparison by Friday.
And everything Pro does for each advisor
Unlimited clients
Their whole book in one place, imported from a spreadsheet.
30 analyses a month each
Key facts, communication style, follow-ups and a message to send.
Prep sheet for first meetings
What to ask a new prospect, ready the moment it's booked.
Reminders in time
Birthdays, follow-ups and big dates, on Today and on Telegram.
Other tools track policies. AdvisorKin knows the person.
Your advisors probably already have somewhere to keep policies and due dates. Here's what AdvisorKin adds.
Your company's advisor app
Built for that company's policies and submissions. If you move, it usually stays behind.
AdvisorKin
Works with any company and any insurer. Keep using your company's system for policies. AdvisorKin is for the person: their family, worries, style and what to ask next.
Policy and premium reminder apps
Track premiums, due dates and renewals. Good at making sure payments aren't missed.
AdvisorKin
Reminds you of birthdays and follow-ups too, but mostly helps you talk: questions to ask, how to speak to each client, and a message ready to send.
Financial planning software
Built to produce the plan: cashflow, CPF, projections and reports. Great for the numbers, but it takes time to set up for each client.
AdvisorKin
Built for the conversation: what each client cares about, what to ask next, and how to say it so this person listens. A message every morning tells you who to contact today.
Big CRMs and spreadsheets
Well-known advisor CRMs start at around S$50 per advisor a month and are built for sales pipelines. Spreadsheets are free but easy to fall behind on.
AdvisorKin
From S$20.83 per advisor a month paid yearly, on one bill for the team. Type your notes the way you'd tell a friend and AdvisorKin picks out the facts that matter. Made for your phone.
Clients stay with the advisor
- Each advisor signs in with their own emailTheir own account, their own client book
- You pay the bill, but you can't see their clientsNo one in the team can see anyone else's
- You see who's putting work inClients added, meetings logged and analyses this month, never names or notes
- Advisors who leave keep their clientsTheir account stays theirs, on Free or their own plan
How the free trial works
- 1Create your free accountAt advisorkin.com/teams. You don't have to use AdvisorKin yourself.
- 2List your advisorsPay for 5 to 20, add their emails now or later. Type in a card to start.
- 3They get Pro straight awayWhen they sign up with that email, or at once if they have an account and aren't on another team.
- 414 days free, then monthly or yearlyCharged when the trial ends, unless you cancel before. Once per card, for leaders never on a team before.
Questions from team leaders
What goes in the unit playbook?
The questions you'd want every advisor to ask at a first meeting and at reviews, and the messages you'd want them to send. You add and remove them on your Team page, and everyone sees the update straight away.
Can I see my advisors' clients or notes?
No. You see clients added, meetings logged and analyses used this month, and when each advisor was last active. Never who their clients are, their total, or their notes and messages. Advisors are told when they join.
Do advisors keep their clients if they leave?
Yes. Clients live in each advisor's own account, not the team's, and nothing is deleted. With their own Pro plan everything stays as it was. On Free, their 10 most recently met clients stay active and the rest are kept, view only, until they're on Pro again.
Which email should advisors sign up with?
A personal email they'll keep. It's how they sign in, so an agency email they lose when they move would lock them out of their clients.
Can I add or swap advisors?
Yes, any time on your Team page, up to 20. Each extra advisor is S$25 a month, or S$20.83/month paid yearly; added partway through, you pay only for the time left. More than 20? Email us.
What happens if we stop paying?
If you cancel, everyone keeps Pro until the end of the month or year you paid for. If a payment fails, we try again over 2 weeks and everyone keeps Pro meanwhile. When the plan ends, advisors go back to their own plan with nothing deleted, and we email everyone who'd lose Pro so they can ask you to renew or choose their own plan. Your playbook is kept for when you restart.
Can I buy analyses for my advisors?
Yes. Tap Give analyses next to an advisor who has joined and pick a pack, from 10 for S$9. They go into their account, never expire, and we tell them they're from you. A refunded gift is taken back.
Can we pay monthly?
Yes. S$25 per advisor a month, or S$250 a year, which is 2 months free. Start monthly and switch to yearly any time on your Team page; what's left of the month is taken off.
What if the trial doesn't work out?
Cancel before it ends and nothing is charged or deleted. The first payment after a trial isn't refunded. One trial per card, for leaders never on a team before; if the card had one, we cancel straight after checkout. See our refund policy.
Does it work for agency and independent advisors?
Yes. AdvisorKin is neutral and works the same whichever company you're with, and whichever insurers or products your team advises on.
Do clients get messages from AdvisorKin?
No. Reminders go to the advisor only. Messages are drafted for the advisor to copy and send themselves.
Questions from team leaders
- What goes in the unit playbook?
- The questions you'd want every advisor to ask at a first meeting and at reviews, and the messages you'd want them to send. You add and remove them on your Team page, and everyone sees the update straight away.
- Can I see my advisors' clients or notes?
- No. You see clients added, meetings logged and analyses used this month, and when each advisor was last active. Never who their clients are, their total, or their notes and messages. Advisors are told when they join.
- Do advisors keep their clients if they leave?
- Yes. Clients live in each advisor's own account, not the team's, and nothing is deleted. With their own Pro plan everything stays as it was. On Free, their 10 most recently met clients stay active and the rest are kept, view only, until they're on Pro again.
- Can I add or swap advisors?
- Yes, any time on your Team page, up to 20. Each extra advisor is S$25 a month, or S$20.83/month paid yearly; added partway through, you pay only for the time left. More than 20? Email us.
- Can I buy analyses for my advisors?
- Yes. Tap Give analyses next to an advisor who has joined and pick a pack, from 10 for S$9. They go into their account, never expire, and we tell them they're from you. A refunded gift is taken back.
- What if the trial doesn't work out?
- Cancel before it ends and nothing is charged or deleted. The first payment after a trial isn't refunded. One trial per card, for leaders never on a team before; if the card had one, we cancel straight after checkout.
Try it with your team for 14 days
Write your first questions, list your advisors, and they see both straight away. Cancel before day 14 and you pay nothing. The trial is for leaders who've never led or been on a team.
Start a free team trialQuestions? Email support@advisorkin.com