Trust
Your book of business stays in your workspace.
Your workers, your email, your client records.
Book a demo
The pain
A shared inbox is not a tool a principal can use.
“I will not put our client list where another agency can see it.”
The worry is practical. The wrong person sees a name, a draft, or a mailbox that is not theirs. A tool that mixes your clients with another agency’s mail or memory is a tool you will not turn on.
The gain
One agency. One workspace. Happier clients who only see their own agency.
Your clients
Another agency does not see their names, files, or drafts.
Your mail
The mailbox you connect stays with your workspace.
Happier clients
A client page shows what your agency recorded for that client, under your name.
The service
What the workspace does
- Gives each agency its own workers and its own records.
- Keeps prompts, drafts, and approval history from your book inside that workspace.
- Shows a client only what your agency recorded for them.
- Leaves every outbound action for a licensed agent at your agency to approve.
Nothing moves to another agency unless you later agree to that, in writing.
How a day can look
Two offices.
Each office keeps its own workers and client records. A name from one office does not appear in the other.
See it on your own book.
Tell us which calls, renewals, and inbox piles you want off the desk.
Or email [email protected].