AdvisorFlow CRM — Phase 1

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AdvisorFlow CRM

Ontario Insurance Advisor Platform · Phase 1

Demo PIN: 1234 · Phase 1: Dashboard + Clients

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AdvisorFlow

Ontario Insurance CRM

Good morning,

Rahul Sharma

🔔

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FSRA-regulated advisor platform

Today's Action List

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Overview

FSRA Notice: This app helps maintain organized client records for Ontario-licensed insurance advisors. You remain responsible for suitability assessments, disclosure, and compliance under the Insurance Act and FSRA guidelines.

Clients

Calendar

Your schedule & follow-ups

Message Centre

WhatsApp • SMS • Email • Mass Send

🎉 Festival & Occasion Mass Send

Send To

Templates

Your Message

0 chars

⚠ Review before sending. Always personalize and get consent before mass messaging.

Compliance

FSRA compliance dashboard

Portfolio Compliance Score

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Good (80%+)

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Review (50-79%)

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Action Needed

FSRA Checklist – All Clients

Clients Needing Attention

FSRA Reminder: Under the Insurance Act, advisors must document suitability of advice, disclose compensation, and maintain records for a minimum of 7 years. This checklist is a guide — not legal advice. Consult your compliance officer or E&O carrier for specific guidance.

Settings

Advisor profile & preferences

Reports

Portfolio analytics

Premium by Product Type

Clients by City

Renewal Pipeline — Next 90 Days

Top Clients by Annual Premium

AI Assistant

Select Client

Custom Ask

Leads Pipeline

Track prospects & referrals

New Client

First Name *

Last Name *

Preferred Name

Date of Birth

Phone *

City

Province

Marital Status

Occupation

Employer

Language

Family

Spouse Name

Spouse DOB

Children (name & DOB)

Consent

Consent to contact Marketing consent Do Not Contact

Notes

Add Policy

Product Type *

Status

Carrier / Insurance Company *

MGA / Distributor

Policy Number

Insured Person *

🔍 Search your client database or type a new name

Policy Dates

Issue Date

Renewal Date

Expiry Date *

Premium ($)

Coverage ($)

Payment Mode

Beneficiary

Notes

Add Note / Log

Compliance log entries are permanently archived. Edits are tracked in the audit trail.

Add Event / Task

Import Clients

CSV Format: Paste rows with columns: First Name, Last Name, Phone, Email, Date of Birth (YYYY-MM-DD), City, Occupation, Policy Type, Carrier, Policy Number, Expiry Date, Premium

Paste CSV Data

New Lead

🎂 Birthdays Today

Expiring Policies

Festival Message

Sending to

0 clients

Message Preview

⚠ DNC clients are automatically excluded. Review message before sending.

Recipients