Meet a prospect at a community event or client meeting, tap once, and your live profile opens on their phone - licence, coverage lines, and a booking link - while every new lead lands in your CRM with the referral source attached. No app for the person you meet.
Insurance is a trust business, and most policies begin with a face-to-face introduction - at a community event, a client review, or a referral from a realtor or mortgage broker. Anexus Connect is the smart business card platform that turns one tap into a captured, CRM-ready lead. Share a polished profile with your licence, the coverage lines you write, and a booking link - no app for the person you meet - and every prospect lands in your mini CRM, tagged with where they came from, so quote and renewal follow-ups never slip. It's free to start; PRO is an optional upgrade for AI follow-ups, deeper analytics, and CRM sync.
Agents grow on referrals from realtors, mortgage brokers, and happy policyholders. Whether you meet someone at a community event, a client review, or a networking mixer, one tap drops the contact into your mini CRM with source attribution and notes - so you know exactly who sent them and which quote to follow up on.
Explore the mini CRMInsurance rarely closes on the spot - the win is the next meeting. A Book a meeting button on your profile lets a prospect schedule a quote consultation or annual policy review while the conversation is still warm, in the times you're actually free. No phone tag, no lost week.
How booking worksPeople compare coverage for weeks and renew once a year. A real Apple or Google Wallet pass keeps your card, licence, and booking link on their phone - so when they're finally ready to bind a policy, or their renewal comes up, you're still one tap away instead of a lost paper card.
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 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 mini 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 live 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 (3 months free with any card, ends September 30, 2026) 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.