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The Client Vault

Your database is the lifeblood of your business. The Client Vault is where your entire book of business lives — searchable, filterable, and editable, with nothing leaving your machine.

1. Importing Your Clients​

You don't need to start from scratch.

  • PDF Batch Import: Drop policy PDFs straight into the Clients screen and Skandage reads them to create or update client records automatically.
  • CSV / Excel Import: Already have a tracker? Import a CSV or Excel file. Skandage matches rows to existing clients by name — if a client already exists, it adds any new policies from the file rather than overwriting what's already there, and duplicate policies are skipped rather than doubled up.
  • CSV Export: You can export your book back out to CSV at any time from the same screen.

2. The Client List​

The main Clients screen shows your whole book as a sortable table (name, status, phone, date of birth, derived age, and when you last met them). On a smaller window or on mobile, the same data shows as a card list instead.

Filter the list by:

  • Search — matches on name.
  • Age range — set a minimum, a maximum, or both.
  • Overdue — clients whose last meeting is older than their own review cadence (set per-client — see below).

3. The Client Dossier​

Click into any client to open their record. Each client stores:

  • Name, date of birth, phone, email, address, and free-text notes.
  • Race — used to target festive-greeting broadcasts appropriately (see CRM & Engagement).
  • Review frequency — how often (in months) this client should be reviewed. This is what drives the "Overdue" filter.
  • A list of policies, each with plan name, policy number, status, and premium (annual or single).

"Last met" isn't something you type in by hand — it's populated automatically once you connect your Google Calendar (see Sync & Backup), matched from your actual meeting history.

From a client's record you can also tap New Proposal to jump straight into the Proposal Engine with their name and age already filled in. (This launches a bundled web module, so it isn't available on Windows.)

4. Cleaning Up Duplicates​

Imported the same client twice from two different sources? Skandage's duplicate-merge tool walks you through it field by field — for every field that differs between the two records, you pick which value should win, rather than one record silently overwriting the other.

Skandage Tip: Ask for an updated address at every annual review. It feeds directly into the Map, so a stale address means a client shows up in the wrong place — or not at all.