Well PlatformOwner deskFinwellJuniper Ledger Co.
Get set up

You're set up

Pick the starter pack closest to your practice, then work down the list. A step turns green when the thing it names is actually working.

Setup complete

Every step is working or skipped. You can come back here any time.

Starter pack
Insurance agency
Working
6 of 6
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Starter pack

A pack sets the reminders your kind of practice usually wants. They arrive switched off; nothing sends until you turn one on.

Insurance agency

Health, life and small-group inquiries, renewal reminders and enrollment-season notes.
Chosen

Mortgage

Purchase and refinance inquiries, rate-lock reminders and an annual check-in.

Financial advisory

Planning inquiries that end in an introductory meeting, with an annual review reminder.

Bookkeeping & tax

Your existing inquiry form, with an annual review reminder.

Change starter pack

This is the demo practice; nothing here is saved.

Checklist

6 of 6 done

Send email as your firm

Clients see your firm's name, and replies come back to your inbox.
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Connect an ad lead source

Facebook and Google leads land in your inbox the minute they arrive.
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Connect your calendar

Busy times block bookings, so nobody books over a meeting.
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Turn on a booking link

Prospects pick a time themselves instead of trading emails.
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Take card payments

Clients pay invoices online, and the invoice marks itself paid.
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Switch on a reminder

Renewals and reviews get a note on time without anyone remembering.
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