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Hi, I’m Erika

I am a business developer at an Insurance brokerage company. I help business owners pick the best health insurance plan.
March 2
I prepared a list of documents I needed to audit my client's needs
I required a total of 8 specific documents
March 3
I sent an invite to the client so he could share the required documents
The email invitation was sent from my Clust account
March 6
Brilliant! My client sent out all the documents
I immediately received an email notification
March 11
The client signed an insurance contract better suited to his business
He is really happy with my work
Today
Working with clients can be done in the blink of an eye
Clust speeds up the process of gathering information and documents
Modern teams prefer Clust

Customizable and automated reminders engage your customers throughout the process.

Your team saves time and works in a more productive way.

Client management software

Clust allows you to collect clients documents and manage client onboarding processes.

Our customers use it to supercharge their workflows and improve the customer experience.

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