Finally, a system for insurance brokers and financial advisors.

finch is a powerful system packed with tools to help you grow and scale your brokerage.

CRM Icon
Compliance Icon
Finance Icon

What can Finch do for insurance brokers and financial advisors?

Finch is a comprehensive solution designed to streamline your workflow and boost efficiency. Here's how:

Manage CRM
Manage Client Relationships

Finch's CRM features help you organize client interactions, track leads, and close deals seamlessly.

Simplify Commission
Simplify Commission Management

Reconcile commission statements, forecast future earnings, and ensure accurate payments within a single platform.

Claims Processing
Streamline Claims Processing

Capture and manage client claims efficiently, saving you valuable time and resources.

Compliance
Compliance

Identify and track all necessary compliance documents using the compliance function.

No User Limit
No User Limit

Unlimited users: Scale your team without constraints. Add as many team members as you need, fostering collaboration and growth without additional per-user costs.

Store Policy Documents
Store Policy Documents

We offer a secure and organized solution for storing and managing your company's policy documents.

Running a brokerage is brutal, especially if you don't have the right tools.

Are you...?

Snowed under time-consuming admin

Spend less time capturing data, and more time closing deals.

Unable to get a clear perspective of your business

Get greater clarity – and control – with real-time data, all the time.

Using multiple softwares that don't play nice with each other

Consolidate and conquer, with one powerful software.

Do more in half the time.

CRM


Store all client info, documents & communications in one place

Migrate your existing data effortlessly and build a CRM that works for you, while you work on growing your business.

Capture customer data

Store policy documents

A dynamic tool for organising and prioritising tasks.

Seamlessly capture and document claims and client communications.

See all crm features

Compliance


Simplify your compliance processes.

Keep control at your fingertips. finch’s secure, cloud-based software allows you to monitor and manage your compliance in one place.

Capture & store records of advice

Compliance officer functionality

Compliance reporting

Needs analysis

See all compliance features

Finance


Take the fuss out of your finances

Don’t run your business blind. Get access to immediate reporting so that you can make decisions quickly and with precision.

Import commission bordereaux

Reconcile commission statements

Generate financial reports and cash flow forecasts

See all finance features
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