Welcome to the Digital Age!

20Twenty is a Hub where you manage your Insurance Practice while staying in contact with your clients - via your own branded Mobile App.  

The 20Twenty Client App allows your Clients to Manage their financial portfolio while remaining in contact with you via the App

Perfect Vision.

Next Box thinking

 

Here's Why You will Love 20Twenty

Link FNA to Client
Link FNA to Client

Share a live FNA with your client - never worry about outdated analyses again!

Brand your Business!
Brand your Business!

Feeling left out? Offer your clients a personally branded app to share data, communicate, educate and manage their online profile.

Client Profile on App
Client Profile on App

Outdated Client Profiles? Share everything with your client, and stay informed of their lives!

Manage Buss online
Manage Buss online

Set targets and manage your whole business in one dashboard

Sales Camp. to App
Sales Camp. to App

Create and execute marketing and sales campaigns with email or App-Chat messaging based on customer profiles

Lead/Deal Management
Lead/Deal Management

Manage each opportunity from initial lead through to deal closure, with all associated documents, actions and history immediately available

Chat like WhatsApp!
Chat like WhatsApp!

Email is Old School! Chat away, but conveniently keep a record of all your communications. Share files, brochures, quotes etc!

Vault  on App
Vault on App

No more document confusion! Brokers and their clients share policy documentation, quotations, historical FNA's, Investment Reports and so much more securely in the cloud

From Personal Wealth Management to Investment and Retirement planning, life and medical insurance, and even short-term insurance - 20Twenty is the Platform that helps Advisors and their clients stay on top of their entire portfolio!