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The Client Vault & Map

Your database is the lifeblood of your business. The Insurance Suite makes it effortless to import, edit, and visualize your entire client roster.

1. Importing Your Clients​

You don't need to start from scratch. We support direct imports so you can migrate your book of business in seconds.

  • Via Pruplanner: Export your client list from Pruplanner and drag the file directly into the Skandage Clients tab.
  • Via CSV: Have your own Excel tracker? Use our standard CSV template to map your columns and upload.
  • Web Sync: The desktop app integrates tightly with your Skandage Website Suite, pulling down any new leads captured from your online Gap Calculator.

2. Editing Client Dossiers​

Click on any client to open their Dossier. Here you can edit their contact info, marital status, and attach specific tags (e.g., HNW, SME Owner).

3. The Map Feature (Routing)​

Stop wasting time crisscrossing the island for appointments. The built-in Map feature plots every client's address visually.

  • Radius Search: Going to Tampines to meet a client? Open the map and search that location to instantly see which other clients live nearby.
  • Route Optimization: Ping those nearby clients to stack your appointments in the same area and save hours of travel time.

Skandage Tip: When a client updates their address in your CRM, the Map automatically repositions their pin. Always ask for updated addresses during your annual reviews!