Recruit faster. Close more. Keep every client.
The follow-up system behind growing Philippine agencies — no recruit, lead or policyholder slips through the cracks. Your advisors advise. The system makes sure nothing they start is forgotten. Built by an insurance leader, for branch, region and zone heads.
Agency Growth Dashboard
EXAMPLEEvery agency has them.Few leaders can see them.
Your next top producer is waiting for a reply.
Candidates message you, wait days, then join the agency that answered first. The ones who stay get stuck between the exam and the paperwork — and nobody notices until they're gone.
The Recruit System replies in minutes, tracks every candidate to license, and guides new agents through their first 90 days.
See it in a demo
Recruitment Pipeline
EXAMPLE
New lead
EXAMPLEThe lead you answer tomorrow has already said yes to someone else.
New leads wait for an advisor's next free hour — and the moment passes. "Not yet" prospects get dropped. And no one can say which lead source actually produces issued policies.
The Sales System answers instantly, books the meeting, nurtures the "not yet" and tracks every lead to an issued policy.
See it in a demo"Nalugi lang ako." The sentence that ends a policy.
After the sale, clients hear nothing until renewal. They forget what they bought, miss a premium, and the policy lapses — sometimes after the advisor who sold it has already left.
The Client Retention System keeps every client owned, informed and on time — with alerts before the grace period ends.
See it in a demo
Premium due
EXAMPLEA system your agents actually want to use.
Most CRMs fail because agents feel watched. Ours is built for agents first — it saves them time and tracks their own goals. When agents use it for themselves, you get the data for free.
YOUR AGENTS GET
- Their own goal tracker on their phone (MDRT, incentives)
- Follow-up reminders so no prospect goes cold
- Automatic nudges to clients for pending requirements
- Birthday and policy-anniversary greetings sent for them
- No more manual activity reports
YOU GET
- Every recruit tracked from first inquiry to license
- Every lead followed up to an issued policy
- Every client's premium due date visible before grace ends
- A weekly summary you can use in coaching sessions
- One view of your agency's recruits, leads and clients
YOUR AGENTS GET
- Their own goal tracker on their phone (MDRT, incentives)
- Follow-up reminders so no prospect goes cold
- Automatic nudges to clients for pending requirements
- Birthday and policy-anniversary greetings sent for them
- No more manual activity reports
YOU GET
- Every recruit tracked from first inquiry to license
- Every lead followed up to an issued policy
- Every client's premium due date visible before grace ends
- A weekly summary you can use in coaching sessions
- One view of your agency's recruits, leads and clients
From Growth Finder to a working system in 30 days.
Take the Growth Finder
Six quick questions across recruitment, sales and client retention. See your agency's biggest growth gap instantly.
See it in a 20-minute demo
We walk through your gap and show the system set up the way your agency works.
Launch in 30 days
We build it, pilot it with your champion agents, train your team in Taglish and check adoption every week.
Start with your biggest gap. Add the rest when you're ready.
Complete Agency System
All three, working together
- ·Everything above
- ·One view of your agency's recruits, leads and clients
- ·Priority onboarding
Recruit System
For leaders growing their team
- ·Instant reply to every inquiry
- ·Licensing tracker with reminders
- ·Guided first 90 days
Sales System
For leaders who want more issued policies
- ·Instant reply + advisor alert
- ·Self-booking with reminders
- ·Lead source → issued policy tracking
Client Retention System
For leaders protecting their book
- ·Scheduled client check-ins
- ·Premium due alerts before grace ends
- ·Every client has an owner
Complete Agency System
All three, working together
- ·Everything above
- ·One view of your agency's recruits, leads and clients
- ·Priority onboarding
Every system includes agent-friendly design, a mobile app for your agents and our Launch in 30 onboarding.
We don't sell, advise or collect premiums — your licensed advisors do. We make sure nothing they start gets forgotten.
Founding Client Program — 3 slots only
50% off setup for our first three leaders, in exchange for honest feedback and a case study.
I sat in your meetings for 25 years. Now I build the system I wished we had.
For 25 years I led sales teams in the Philippine insurance industry — acquiring leads, monitoring agents' daily activity and chasing month-end targets. I know the activity ratios, the pending cases and the pressure. Fin Coach turns that experience into a lead system your whole team can run on.
What gets measured gets done.
What leaders ask us first.
That's why it's built for them first: reminders, automatic client follow-ups and their own tracker on their phone. We start with a few champion agents and check adoption weekly.
Company systems track issued policies. Fin Coach handles the follow-up around them — recruits, leads, meetings and client check-ins — for your unit.
It won't sell or advise — only licensed advisors do. It doesn't file licenses, collect premiums or connect to insurer systems; policy details are entered by your agents, and payment reminders point only to official insurer channels. It can't guarantee leads or sales. What it does is make sure no recruit, lead or client is forgotten.
The system holds only contacts collected with consent, and every form includes a consent checkbox in line with the Data Privacy Act of 2012. Client records hold policy basics your advisors enter — never medical details.
About 30 days from kickoff to full-team launch, including agent training.
Where is your agency's biggest growth gap?
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