u/Informer_Vegan

Hi everyone,

I've been talking to insurance agents recently, and one problem keeps coming up: client information is spread across Excel, WhatsApp, PDFs, emails, and notebooks, making renewals and follow-ups harder than they should be.

I'm building a tool to solve that, but before I go any further I'd really like feedback from agents who do this every day.

If anyone is interested in testing an early version or seeing the prototype, let me know in the comments and I'll share it.

Thanks!