Extra Workstations

The agency grew. The workstations did not.

The team grows and the workstations run out. Someone works on a colleague's login, and nobody knows who did what any more.

Illustrative example

Does this sound familiar?

Two people, one login

  • A new partner, but no free workstation
  • Shared logins, and no idea who changed what
  • One person is not worth changing plan for

In plain words

A workstation is one person with their own account in Connect. Every plan includes three. If your team is bigger, you add one for each extra person.

Who it is for

Agencies with more than three people.

A new person on the team

  1. You add the workstations you need.
  2. A user is created for the new colleague.
  3. They log in with their own password.
  4. They work on the same data as the rest of the team.

The fourth colleague

Your agency has three people and you hire a fourth. You add one workstation and they start the same day, without sharing a login.

With Extra Workstations

Every plan includes three workstations. Add as many more as you need, one at a time.

Know who did what

Everyone has their own account.

The team does not wait

A new colleague starts at once.

Add exactly what you need

One workstation at a time.

Who needs their own seat

A shared login looks easy, but it spoils what makes insurance agency software useful. A back office must show who did what, from multi-quote to collection.

The new colleague

Starts the same day with their own account, without borrowing anyone's login.

The accounts person

Movements are written under their name. When something does not add up, you know where to look.

The sales lead

Sees their customers and tasks, without them getting lost among everyone else's.

The seasonal helper

Add a seat when you need one. Your plan does not change.

The rule is simple: one person, one account. That protects your customers' data, shows who did what, and when someone leaves you close one account instead of changing passwords across the team. Every plan starts with three seats, and you add only those you really need.

What's included

One at a time
Add exactly the workstations you need.
Their own account
Each person works with their own login.
Everyone on the same data
The team sees the same agency, at the same time.
No plan change
Your plan stays as it is.

How it connects to the rest

Frequently asked questions

How many are already included?

Three, in every Connect plan.

Does this cover CRM Suite?

No, CRM Suite is a separate add-on per user.

Can I add just one?

Yes, you add exactly as many as you need.

Does everyone get their own account?

Yes, each person works with their own login.

Do I need to change plan?

No, your plan stays as it is.

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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