Work Sentro
Sentro
In productionInsurance & financial advice
One place for a financial advisor's whole practice — every client, every policy, every renewal — plus a portal where clients look up their own cover.
An advisor's book of business lives across a spreadsheet, a phone's contacts and their own memory. Renewals slip because nobody was watching the date. Clients ring to ask what they are actually covered for, and answering means digging through old email for a PDF.
Every client and policy sits in one place, with renewals surfacing before they lapse. Clients log in and read their own cover without ringing anyone. And an agency owner can finally see the whole team's book at once instead of asking each agent for a spreadsheet.
What it does
The parts that matter to the owner
Your whole book in one place
Clients, policies, premiums and renewal dates together — so nothing important depends on someone remembering it.
Clients answer their own questions
They sign in and see their policies, what is covered and when payments are due. That quietly removes most of the calls that begin "quick question".
Works whoever you write for
Not tied to a single insurer. If you place business with several, it holds all of it — presented under your own agency's name and branding.
An owner can see the whole team
Managers see their team's book, agents see their own, and one agency can never see another's clients.
Screens
A look inside
Sentro is sold as a monthly subscription to advisors rather than to insurers, which is why it stays independent of any one company. An advisor who writes business with three different insurers keeps all of it in the same place, and the client sees their own agency’s branding rather than ours.
The part that took the most care is the wall between agencies. A practice’s client list is the most valuable thing it owns, and several practices share the same system. Nothing is visible across that line, and the rules that enforce it are tested against a real database before anything is released.