Built by an operator, for operators.

ClientPulse was designed by our founder, Jan Levine, a leading producer who still is in the field. He started his career with the IDS (Investors Diversified Services) who morphed into Ameriprise, finishing in the Top Five 2 years in a row. Jan continued his financial services journey when he co-founded Business Benefits Solutions in Annapolis. After a 20 year stint as founder/co-founder/CTO in 3 IT companies, he came back into the insurance/investment world, joining Bankers Life in 2023 and finished that year as Rookie of the Year.

Now an independent agent… see ( www.GulfCoastFinancialResources.com ) he tried to find a system that would keep him organized and help in client communication. Nothing he found gave him what he needed…so he put his programmer hat back on and created ClientPulse — “By an operator, for operators.”

Most CRMs are bloated for what a client-based business actually does day-to-day: keep clients warm, send a kind note on their birthday, run a quick call, drop a follow-up email signed properly, and move on with your day.

ClientPulse is the opposite. It's voice-first, mobile-friendly, and ruthlessly focused on the things that move a book of business: capturing a new client in under a minute, summarizing a call in seconds, and sending a branded touch without leaving the screen.

We obsess over the small details — Cell Phone dictation that actually works, an email signature that always renders correctly, a call note that's actually readable. Because the small details are where client trust is built.