Planworth
Curated by SignalInsurance agency management suite optimizing operations for financial advisors.
Overview
Planworth operates as an insurance agency management suite, offering a platform aimed at optimizing the operations of insurance agencies. The suite includes functionalities such as CRM systems, policy management, billing, and claims processing, which support a workflow from initial client contact to policy renewal. The platform is targeted at financial advisors and includes features for developing tailored wealth plans, tax and estate guidance, and client discovery tools. It incorporates advanced analytics and automation capabilities to minimize manual input, enabling advisors to concentrate on client relations. Additionally, the platform includes continuous monitoring to ensure that recommendations remain relevant to the changing needs of clients and regulatory standards.
Key facts
- Founded
- 2019
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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