Splindis Insurance & Financial Services

Elevate your insurance and financial services business with Splindis. Streamline client management, scheduling, and marketing while maximizing revenue.

Optimize Your Insurance & Financial Services with Splindis

Splindis, the premier software solution designed to elevate your insurance and financial services business. Our comprehensive platform offers powerful tools to streamline your operations, attract new clients, and maximize your revenue. Whether you manage an insurance agency, financial consultancy, or brokerage, Splindis has the technology you need to thrive.

Optimize Your Insurance & Financial Services with Splindis

Why Splindis?

With 8+ years of industry experience, Splindis is the trusted solution for insurance and financial services businesses worldwide. Our all-in-one platform simplifies the complexities of your operations, allowing you to focus on what matters most—your clients.

Features to Enhance Your Insurance & Financial Services

Seamless Client Management

Effortlessly manage all client interactions and details in one place. Splindis allows you to handle client profiles, policies, claims, and communications with ease, ensuring a smooth and efficient client experience.

Advanced Marketing Automation

Attract new clients and retain existing ones with our state-of-the-art marketing tools. Automate your outreach to fill your schedule and turn potential leads into loyal clients, giving your business a competitive edge.

Efficient Scheduling & Appointments

Offer convenient online booking for consultations and meetings. Splindis makes scheduling a breeze, allowing your clients to easily book appointments and manage their schedules, enhancing satisfaction and retention.

Comprehensive Reporting & Analytics

Gain critical insights with our robust reporting tools. Set goals, track progress, and manage your business growth effectively by understanding the metrics that matter most.

Mobile Business Management

Stay connected to your business no matter where you are. With the Splindis mobile app, you can manage your insurance and financial services from the palm of your hand. Access client details, handle transactions, and engage with clients on the go.

Get paid faster, easier.

Making more sales requires fast and easy payment options, real-time automations, and all your critical integrations.

Exclusive Features for Enhanced Growth

Splindis Marketplace: Expand your reach with the Splindis Marketplace, a vast network connecting you to potential clients. Increase your visibility and attract new business effortlessly.

Seamless Integrations: Customize your workflow with over 90 preferred integrations. Splindis allows you to tailor the software to your specific needs, making it the most versatile management solution available.

Guaranteed Client Acquisition: Connect with potential clients through our exclusive partnerships and networks, ensuring a steady stream of new business. Our client acquisition guarantees provide confidence in your growth (Terms apply).

AI-Powered Assistant: Never miss another client with MessengerAI, our AI-powered assistant. This smart tool responds instantly to inquiries, books appointments, and answers client questions, providing seamless engagement and support.

Hassle-Free Funding with Splindis Capital: Access quick funding to grow your business with Splindis Capital. Enjoy hassle-free cash flow with no applications, credit checks, or interest required.

Branded Mobile App: Enhance your brand's presence with a personalized mobile app. Splindis will design a branded app for your insurance and financial services business, increasing client engagement and boosting your earnings.

Self-Service Client Portal: Empower your clients with a self-service portal, allowing them to manage their policies, claims, and appointments with ease. Improve client satisfaction and streamline your operations.

Join the Leading Platform for Insurance & Financial Services

From insurance agencies to financial consultancies, top businesses trust Splindis to manage and grow their operations. Discover why Splindis is the preferred platform for insurance and financial services professionals.

Why Choose Splindis?

  • 41% increase in client retention within 6 months

  • Access to millions of potential clients through the Splindis Marketplace

  • 62% increase in client satisfaction within 6 months of onboarding

Explore Insurance & Financial Categories:

  • Insurance Agencies

  • Financial Consultancies

  • Brokerages

  • Wealth Management

  • Retirement Planning

  • Tax Services

  • Investment Firms

Splindis is the trusted platform for insurance and financial services growth, relied upon by thousands of businesses worldwide.

Get Started with Splindis

Ready to take your insurance and financial services business to the next level? Contact us today to request a demo and see how Splindis can transform your operations.

Grow Your Business

  • Attract more clients

  • Streamline your workflow

  • Maximize your revenue

About us

Splindis: Where innovation meets the heartbeat of local businesses. Founded with a passion for transforming client engagement, we're a driving force in the industry.

Splinis logo

© Copyright 2024 Splindis Inc. All rights reserved.

Splinis logo

© Copyright 2024 Splindis Inc. All rights reserved.

ESSENTIAL

$79/mo

Unlimited projects

Limited core reports

60 day data history

3 members / projects

A/B Testing

PREMIUM

$159/mo

Everything in Essential +

Limited core reports

12 month data history

10 members / projects

Unlimited saved reports

Predictive analytics

ENTERPRISE

$359/mo

Everything in Essential +

Limited core reports

12 month data history

10 members / projects

Unlimited saved reports

Predictive analytics