01
A profile picked up in 2 minutes
Any advisor can take over a client file, travel preferences included, without asking for anything again.
FeatureAll your travelers, a single memory.
Quote history, past trips, preferences, follow-ups: a centralized client base shared across the whole agency. No more information scattered between advisors.
What it changes for your agency
02
Follow-ups that never slip
Track open quotes and trigger follow-ups at the right moment, without letting anything fall through.
03
An agency that speaks with one voice
The whole team works on the same base: no more duplicates, no more lost information.
Want to see it in action?
We show you Compass — and this module — in 30 minutes.