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.

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 Client Relationships:

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

Simplify Commission Management.

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

Streamline Claims Processing:

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

Compliance:

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

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 automatically

Record all communications (phone, sms, email)

Store policy documents

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

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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