Share your licence, coverage lines and booking link by compatible NFC tap or QR. Homeowners who choose to submit their details can be saved in the CRM with how you met.
Insurance introductions happen at community events, client reviews and referral meetings. Anexus lets an agent share a profile with licence information, coverage lines and a booking link. People who choose to submit their details can be saved with source context in the built-in CRM. Basic is free; PRO adds optional drafting, analytics and configured CRM sync.
When an interested person submits their details after a realtor referral, renewal review or community booth, the exchange can be saved in your built-in CRM with source context. You can see which partner introduced the contact and organize the next step.
Explore the built-in CRMPolicies renew once a year, and the agent who calls first keeps the file. Add a note and a dated reminder to each contact the day you meet them, and the renewal conversation starts on your schedule instead of after the lapse notice.
How booking worksA homeowner who just insured the house is also deciding on auto and life. Your profile lists every line you write, and a visitor can book the follow-up before you leave the table — captured, with the context of which coverage they asked about.
See the Wallet passClients hand you their home, auto, and life coverage - credibility matters. A premium laser-engraved metal card and a polished profile showing your licence and the carriers you represent make a credible first impression, and because the profile is live, any disclosure your brokerage requires updates once across every card you've handed out.
See the cardsYes. Your profile can carry your name and licence number, the coverage lines and carriers you represent, office details, and any disclosure your brokerage requires - and because it's live, one edit updates every card you've handed out. Anexus doesn't write the disclosure wording; you add the text your compliance team approves. It's a networking tool for the contacts you meet, not a place for client policy or claims records, and the contacts you do capture are yours - export or delete them at any time.
No. Tapping your card opens your profile in almost any phone's browser - no app, download, or account needed on their end. It works the same on iPhone and Android, and when a card isn't handy you can share the same profile by QR code or link.
Yes, with PRO. Captured contacts sync natively to 10 CRMs - HubSpot, Salesforce, Pipedrive, Zoho, monday.com, Freshsales, Copper, Apollo, ActiveCampaign, and Close. On the free Basic plan every prospect is still captured in the built-in CRM with notes, tags, and reminders, so no quote follow-up or renewal ever slips.
Absolutely. Instead of a paper sign-up sheet, attendees tap your card to open a capture form on their own phone, so every name and email is saved accurately and timestamped. Each lead is attributed to the event or meeting, ready for a timely, personalized quote follow-up.
Yes, it's free to start. The Basic plan is $0 - a smart profile, NFC/QR/link sharing, an Apple Wallet pass (free with any Anexus card, otherwise a one-time $1.99), appointment booking, and lead capture, with no credit card. PRO is about $6.99 CAD/month or $59.99/year for AI follow-ups, deeper analytics, and CRM sync. Cards are a one-time purchase in CAD: Metal Black or Stainless Steel at $59.99, or the Phone Tap sticker at $24.99.