Sentro
In productionInsurance & financial advice
A financial adviser's whole practice in one place — every client and policy across every insurer, the day's follow-ups, the unit's numbers, and the race to MDRT.
Advisers here write for several insurers at once, so a client's cover is scattered across a spreadsheet, a phone and a portal per insurer. Follow-ups live in somebody's memory, premiums lapse because nobody was watching the date, and a unit manager rebuilds the Monday numbers by hand.
One list is waiting every morning: appointments, promised follow-ups, birthdays and premiums to chase. Every client and policy sits in one place, with total cover and what falls due next. Managers see production, activity and persistency side by side, every adviser sees how far they are from MDRT, and clients open their own page from an emailed link — under the agency's name, not ours.
What it does
The parts that matter to the owner
A day that is already planned
Today pulls from five places — appointments, promised follow-ups, birthdays, premiums to chase and anything already late — and the same list arrives by email each morning. The calendar syncs with Google.
Every client, across every insurer
Policies, total cover, premium schedules, fund values and what falls due next, in one list instead of a portal per insurer. Fund prices update from the insurers' own websites at the press of a button.
A unit that runs on real numbers
Production, activity and 13th-month persistency are shown separately, never blended into one score. Set targets, run incentives with live standings, recruit, and keep a record of every one-on-one.
The year, planned in one go
An adviser sets the year's goal and Sentro breaks it into quarters and months, beside what the agency asked for — so every month says whether it was met, is on pace, or is behind.
MDRT, counted the way it is judged
MDRT, Court of the Table and Top of the Table standings over the calendar year, on the agency's own basis, with what is left to the next level and what that works out to a month.
Clients get their own view
A client opens their page from a link in their email — no password to forget — and sees what they own, their total cover, what is due next and what their fund is worth.
Under the hood
How it is built to hold up
- tenancy
- Each agency walled off; advisers see only their own clients(shipped)
- billing
- Per seat · GCash, Maya, card or bank transfer(shipped)
- backups
- Nightly, encrypted, off-site · restore-tested weekly(shipped)
- files
- Object storage · deletions held 30 days(shipped)
- privacy
- Data Privacy Act (RA 10173) · named DPO(shipped)
- sign-in
- Google or password · clients by magic link(shipped)
Latest features
What is new in Sentro
Opportunities, found in your own records
Family named on a client's policies and their circle of influence become a task, a meeting or a new contact in one tap — always as an introduction the client makes.
A guide on every page
Every screen has a Guide explaining how it works, step by step, with a worked example, so a new adviser is never left guessing.
Forms you can send, withdraw and file
Send a form to a client or a recruit, withdraw it without deleting it, and file it when it is finished — with who sent each one always shown.
Screens
A look inside
Sentro is sold as a subscription to agencies and to independent advisers rather than to insurers, which is why it stays independent of any one company. An adviser who writes business with three insurers keeps all of it in one place, and their clients see the agency’s own name and colours rather than ours.
Nobody signs up alone, and that is on purpose. Each agency is set up together with its owner — units, reporting lines, who sees whom — because if the structure is wrong on day one, nobody trusts the numbers afterwards. The client list comes across by pasting an insurer’s policy report; where a name is ambiguous, and two Maria Santoses is not an edge case here, it stops and asks rather than guessing.
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 many 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.
Every screen shown here is from a demo agency — the names and amounts are invented.