Kairos CRM

Financial CRM

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KAIROS

Financial CRM

Dashboard

Contacts

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Pipelines

FNA Tools

Production

Policies

Points & Cashflow

Tasks

Team

My Team

Templates

Contests & Levels

Reports

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Contacts

All

Client prospects

Recruits

Active clients

Warm market

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Reports

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Tasks & Action Items

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Pipelines

Contests & Levels

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Delete contact

You are about to permanently delete and all associated records including activities, deals, financial profile, and notes.

This cannot be undone.

Admin only. Use this to remove test submissions or duplicate records.

Add to pipeline

Pipeline

Starting stage

Assigned advisor

Edit case value

Enter the estimated case value for this deal. Potential = what you expect if placed. Actual = what was placed in-force.

Potential points

Actual points

Potential cashflow ($)

Actual cashflow ($)

Deal status

Notes on this deal

Edit contact

Personal

Financial

Employment

Spouse

IGO / Health

Name

First name *

Middle name

Last name *

Contact info

Primary email

Secondary email

Primary phone

Secondary phone

Address

Street address

City

State

Zip

Personal details

Date of birth

Gender

Marital status

Preferred contact

Contact type

Notes

Presenting concern

Notes

Fields marked modified differ from the original FNA import. Hover the badge to see the original value.

Income

Gross income

Income period

Rental income (monthly)

Other income (monthly)

Assets & rollover

Rollover source

Rollover amount ($)

Current assets ($)

Gaps & protection

Income gap (monthly $)

Protection gap (face value $)

Current life coverage ($)

Retirement

Target retirement age

Life expectancy

Risk tolerance

Employer

Employer name

Occupation / title

Years employed

Spouse / partner info

Spouse full name

Spouse date of birth

Spouse email

Spouse phone

Insurance / IGO fields used for life insurance applications. Pre-populate from the FNA tool.

Physical

Height

Weight (lbs)

Smoker status

Health rating

Driver license

DL number

DL state

DL expiry

Add task

Task title *

Due date

Priority

Linked contact

Assigned to

Description

Close deal

How did this deal end?

Note (optional)

Park for later

The deal will be parked and a follow-up task will be created automatically on the date you choose.

Follow up on *

Priority

Reason / note

Add contact

First name *

Last name *

Email

Phone

Contact type

Preferred contact

Lead source

State

Presenting concern

Notes