The AI-powered CRM that runs the admin,
so you run the advice.
Reviews on schedule. Renewal emails drafted. Cover gaps caught before clients ask. The SOA written before you sit down. You just have the conversation.
Three problems, gone by Friday.
Everything the running of a book demands.
Every client, every adviser — one grid.
Your whole book, always current — nothing falls through the cracks.
- Per-service-line adviser columns
- Linked households, partners & dependants
- Filter by renewing-90, lapsed, adviser or insurer
Every policy, every insurer — one screen.
Stop hunting across insurers for the number you need right now.
- Total API across the household
- Premiums, sums insured & beneficiaries current
- Anniversaries and reviews that never slip
Talk to your client. AdviserDesk writes it up.
Say it once. AdviserDesk turns the meeting into paperwork.
- Meeting recorder → AI notes & action items
- SOA generated from the transcript
- Six-stage advice-process tracker & audit log
Quote to won, without the chase.
See every dollar in play. Never let a deal go quiet.
- Live API forecast by pipeline stage
- Audience filters: renewing-90, lapsed, by insurer
- Status clock on every deal — nothing stuck
Ask your book anything.
Get an answer, not a search.
Every morning, AdviserDesk briefs you on exactly what needs attention.
- “Priya changed jobs six months ago — her income cover hasn’t moved.”
- “3 clients renew in 90 days with a gap versus current sums insured.”
- “New baby on file for the Pattersons — life and TPD look light.”
Built for the way compliance actually works.
Engineered so you can hold your clients' trust — and prove it.
"Migrated 600 clients out of Adviser Plus in two days. Renewals stopped slipping the same week — and my review days are finally calm."
From the field.
"AdviserDesk drafted an SOA off a 40-minute meeting before I'd finished my coffee. My review days are calm now."
"Migrated 600 clients out of Adviser Plus in two days. Renewals stopped slipping through the cracks the same week."
"The compliance pack got me through an FMA audit without a single late night. That alone pays for it."
The short answers.
Yes. Export a CSV out of TAP or any other CRM and the setup team migrates clients, policies and renewal dates in 48 hours — included free.
SOC 2 controls, encrypted at rest and in transit, role-based access, and 7-year FMA retention. We never train AI on your client data.
Reads transcripts, drafts emails in your tone, flags gaps after life events, and answers plain-English questions about your book.
Yes. Month-to-month, cancel whenever. Annual billing saves 15% and your data is always yours to export on request.