Clients

Client records, portfolios, and brokers appointment.

Client management

Brokers maintain client records with identification, contact details, and status. Lists support search, recent clients, and portfolio workbench views.

Portfolio workbench

From a client portfolio, teams view and edit linked vehicles, policies, documents, and related activity without switching tools.

Brokers appointment

BerrySure supports brokers appointment capture with structured disclosure content and document handling tied to the client record.