Cloud

Your office no longer stays at the office

With Connect your work is not tied to one machine. It opens in your browser, wherever you are.

14-day free trialSchedule a demoIncluded in a Connect plan
Illustrative example

Does this sound familiar?

One computer holds all your work

  • The software only opens on the office computer.
  • The server failed and the office stopped.
  • At a customer meeting you do not have the details in front of you.
  • Someone has to remember the backups.

In plain words

Cloud means the software and your data are not on a computer at your office. You sign in from your browser, the way you open your email.

Evening, at home

A customer calls one evening about their policy. You open Connect at home and answer straight away, without waiting for the morning.

Sign in from wherever you are

  1. Open a browser on any computer.
  2. Sign in with your own login.
  3. See the office as the team left it.
  4. Whatever you change, everyone sees straight away.

Who it is for

For any agency that does not want to depend on one computer or one server.

Your browser is your office

Connect runs entirely in the cloud. Open your browser, sign in and see your office as you left it, from whichever computer you are using.

When the software is on a computerIn the cloud
The computer brokeOpen it from another one
You are out of the officeSign in with your login
A new colleague startedThey get their own account
Who keeps backups?They run every night

What worries an agency before leaving its server

Old insurance agency software lives on one computer. A cloud back office lives everywhere, and can connect to multi-quote and insurers. What we hear most often.

"I want my files beside me"
A file on the office computer is lost with the computer. In the cloud it survives failures, and backups run every night.
"What if the internet goes down?"
Open it over a mobile network or from elsewhere. With a server in the office, one failure stops everything.
"Do I need new computers?"
No. A modern browser on the computers you already have is enough.
"Who looks after it?"
We do. Updates, backups and maintenance happen with nothing for you to do.
"Will it work with the insurers?"
Yes. The cloud is what lets it connect to them, from bridges to multi-quote.

If you are thinking about the move, start with a simple question: what would happen at your agency if the computer did not start tomorrow morning? In the cloud the answer is that you open another one and carry on. We move your data from the old system for free, and the 14-day trial shows you how it works before you decide.

What's included

Nothing to install
Nothing is set up on your computers. A browser is enough.
No server
No machine at the office and nobody needed to look after one.
Wherever you have internet
At the office, at home or at a customer meeting.
The whole team on the same data
What one person enters, the others see straight away.
Backups every night
They run automatically, with nothing to remember.
A login for each person
Everyone signs in with their own account.

How it connects to the rest

Always up to dateBecause everything is in the cloud, improvements go in every week with no installation, and backups run every night.Extra WorkstationsEach person signs in with their own account. When the team grows, you add seats without buying anything for the office.Digital WalletThe cloud also lets your customers see their policies online, from the Digital Wallet.

Frequently asked questions

What does it mean that the software is in the cloud?

It does not run on your own computer. It runs on servers and you open it from your browser.

What do I need to work?

A computer with internet and a modern browser.

What if my computer breaks?

Your data is not on it. Sign in from another computer and carry on.

Can several people work at once?

Yes. Every plan includes three workstations and you can add more.

Who keeps the backups?

We do. They run automatically every night.

Can I try it for free?

Yes. The trial lasts 14 days, with no card and no commitment.

Is there anything to install?

No. Everything runs in the cloud, from your browser, with no server at the office.

Do you help me get started?

Yes. Moving your data from your old system and helping your team in the first days are free.

Does support cost extra?

No. Support is included in your subscription.

Can I cancel?

Yes, whenever you like. Cancellation takes effect once the current period is over.

All products

Three short steps, and you know what fits

Tell us how your agency works. We suggest a plan and add-ons, and you try them for 14 days with your own data.

14-day free trialSchedule a demoNo card. No commitment.
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