Built by agents, for agents.
We made ClientPulse because the existing tools weren't built for how independent agents actually work.
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 is programmer hat back on and created ClientPulse….”By an Agent---For Agents” !
Most CRMs are bloated for what an independent agent or advisor actually does: 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.
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.