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The Complete Advisor Toolkit

The follow-up that runs itself.

Premium reminders, birthday and anniversary greetings, and personalized broadcasts — all automated from your own Google Sheet, built for how Filipino financial advisors actually work.

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500+ financial advisors use Client Pulse todayFinancial Advisors Nationwide

Today's automatic outreach

Ramos, DanielPremium due · ₱4,500
Sent
Aquino, RobertoBirthday · turning 42
Sent
Villanueva, CristinaPolicy anniversary · 5 years
Sent
Santos, KristineDue in 3 days · advance notice
Queued
500+Active financial advisors
1–7Days advance due reminders
3Automatic daily greetings
100%Your data, in your own Sheet
See it in action

Watch Client Pulse work for a real advisor.

A quick look at how reminders, greetings and broadcasts run on their own, so you can spend your day with clients instead of chasing follow-ups.

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Automation

Never chase a premium again.

Every morning Client Pulse checks who is due and sends the reminder before you've had your coffee.

Updated · Advance reminders

Premium due reminders, right on time

Choose to remind clients on the day itself, or up to a week ahead. The email wording adapts automatically — "today," "tomorrow," or "in 5 days."

  • Choose 1 to 7 days advance notice in Settings
  • Message template changes with the advance day
  • Paid-up policies are skipped automatically
  • Due dates roll forward only on the actual due date — no skipped cycles
Premium due reminders
Ramos, DanielDue Jul-20-2026
₱4,500
Santos, KristineDue Jul-20-2026
₱2,150
Mendoza, GraceNo further dues
PAID-UP
Advance notice
1234567
Relationships

The small touches that keep you top of mind.

Warm, personalized greetings go out automatically — each one toggled independently per client.

🎂

Birthday greetings

Checks your Birthday Tracker every morning and sends a personalized note using the client's first name.

🎉

Policy anniversary greetings NEW

Celebrate every policy year automatically. Each client is greeted once a year on their issue-date anniversary — never twice.

🔔

Independent controls

Switch off due reminders, birthdays, or anniversaries per client. Outreach only goes to who you choose.

Broadcast Email

One message. Every client, personalized.

Compose once. Client Pulse fills in each first name, wraps your message in your saved branding, and sends real individual emails — not a mail-merge blast.

  • {FirstName} personalization with your header and footer
  • Filter by plan, fund value, due date, or lapsed duration
  • Schedule for later — resumes automatically if interrupted
  • Preview or send yourself a test first
Subject · 4.95% Guaranteed Interest Income
Insights

Know your book of business at a glance.

Tap any bar or plan to see exactly which clients are behind the number. Updates whenever you upload fresh data.

Fund value distribution
<100K100–250K250–500K500K–1M1M+
Plan summary
Legacy Builder Plan495
Health Shield Plus36
Retirement Secure Plan28
Education Starter Plan18
Data Privacy

Your clients' data. Yours alone.

No big shared database. Every advisor gets a private Google Sheet inside their own Google account.

🔒

Your Google Sheet

Lives in your own Google Drive. Only you can open it, and the app runs under your own Google account.

🚫

JCC Business Solutions

No login, no copy, no way to see your client list. Your password is set by you, and only you.

How it works

Live in four steps.

Connect your Sheet

Link your private Google Sheet once — it's remembered.

Upload your data

Import dues and birthdays from Excel in fast, reliable batches.

Set your preferences

Pick the send hour and 1–7 days advance notice.

Let it run

Reminders and greetings send daily, no device needed.

Join 500+ advisors

Your book of business deserves this.

Built and maintained by JCC Business Solutions for financial advisors across the Philippines.

Get Client Pulse
GET ONE. PAY NOW. LET IT DO THE WORK FOR YOU.