Finally, a CRM that speaks your language
Pulse CRM was built by insurance advisers, for insurance advisers.
Our CRM Software
Is more than a system. It’s a support tool that helps you run a compliant, efficient, and client-centred business—without burning out.
It understands the pressure of compliance, the juggling act of servicing clients, and the constant need to find time for actual advising
Stay Confidently Compliant
Designed specifically for the New Zealand insurance industry, Pulse keeps your workflows audit-ready.
Compliance isn’t treated as a separate process or an afterthought. Built- in checks, documentation, and clear audit trails mean compliance becomes second nature, not a second job.
When regulations evolve, Pulse evolves with them, so you’re not left patching systems or second guessing processes.
Automate what slows you down
Free up hours each week with automation that actually makes sense.
From onboarding to SOAs to renewal tracking, Pulse simplifies the tasks that eat your time so you can focus on clients, not admin.
Pulse works quietly in the background, supporting the way advisers already operate:
Information entered once, used everywhere
Compliance documentation embedded into everyday workflows
Follow-ups and renewals surfaced automatically, before things slip
You don’t need to change how you advise.
Pulse simply removes friction from everything around it.
Features That Do The Heavy Lifting
Client fact find
An editable template designed for the way NZ advisers work.
Includes: Online Factfind that auto populates the CRM, Auto fills the SOA, collects only relevant info for an Insurance adviser, saves all relevant info for record keeping.
Renewal & Income Tracking
Instant input of unlimited financial transactions from insurers. Enabling you to track initial income, clawbacks, and renewal simply. Pay referers and contract staff with ease.
Complaints Management
A compliance-first tool to document, track, and report complaints.
Includes: Automated communications to advisers, secure case notes, exportable logs for Annual reporting.
Team Collaboration Tools
Support team-based workflows with shared views and task assignments.
Functions: Lead management, policy anniversary notifications, underwriting pipeline, claims management—currently working with workflows.
Analytics & Reporting
Track conversion rates, monitor income, and identify referral value. Run reports for compliance reporting, contact clients at relevant times, and isolate marketing groups.
Customisation Options: Create your own personalised company workflows or automations.
Xero Integration
Sync financial data directly from your CRM to Xero without manual entry.
Includes: Invoicing, payment tracking, adviser income, and clawbacks.
What Advisers are Saying
Kyle Lewis
This CRM System was clearly designed by an adviser for advisers. It works intuitively with us as we collect information, communicate with our clients, and ensure compliance is met. Having a unified, modern system that understands what we are trying to accomplish is a game changer. It allows us to input key information from multiple sources and collate it into clear, simple accurate communication and advice.
Kane Henderson
In many ways, this CRM is not just another database CRM, it is a comprehensive client management tool built by insurance people, for insurance people. Having tried a few CRM’s in recent years, some of which were built mainly for mortgage advisers, the level of detail required for insurance was often lacking. Not so with this system. Everything has been considered here from the Fact Find, automated SOA, underwriting management, compliance reporting, review emails etc. Having everything in one place is certainly a benefit to my business processes and I look forward to seeing the evolution of this product in the coming years.
Steve Freeman
I’ve been around this industry longer than I care to admit and over that time we have used several CRM Systems. Each system came with issues that made the use of each system unsustainable long term. Changing from one system to another was expensive and time consuming. It is very important that you have a system that it easy to use (especially for those like me with limited computer skills).
About 10 years ago Financial Independence changed to the Pulse system which has proved to be invaluable in our business. No fluff, no fuss, just a reliable system that is easy to use and understands how advisers work in the real world.
You cannot look after your clients properly if you have an unreliable system or one that is difficult to use. I believe that Pulse is a great system which I would recommend to all Advisers and their Admin teams.
Keep clients for life
With smart communication tracking, timely follow-ups, and renewal insights, you’ll always know what’s next in every client relationship.
Pulse helps you protect the value you’ve already built:
Clear visibility across every client
Confidence that nothing important is missed
Stronger long term relationships through consistency and follow-through.
Because retention isn’t about working harder, it’s about having the right information at the right time.
Not sure if it’s the right time?
That’s fair. A CRM change is a big move.
But if you're even slightly wondering whether you’re spending too much time on admin or worried your compliance processes wouldn’t hold up under scrutiny—then it might be worth a closer look.
Reach out for a chat and let us walk you through it.
