Bindloops Compass
The financial app your clients keep, with your agency's name on it.
Most agencies disappear from the client's life between the policy and the renewal. Compass keeps you on their phone: a real financial app where your clients track their financial profile, work a debt payoff plan, build a family plan, and connect their bank accounts with Plaid. Every milestone they hit flows back to your CRM as a warm signal, so you know exactly when they're ready for the next conversation.
Built right, not built fast.
Full financial profile
Income, debts, dependents, savings goals: the client builds their financial picture in one place. You see the context that turns a cold call into an advisory conversation.
Debt payoff plan (Avalanche + Snowball)
Side-by-side: which method clears debt fastest (Avalanche) vs which keeps motivation up (Snowball). The client picks, sees a visual timeline, and tracks progress month over month.
Plaid-connected accounts
Clients link their bank accounts securely via Plaid. Balances and progress update automatically: no manual data entry, no stale numbers.
Family plan
The client adds their family and plans together: shared goals, shared visibility. The natural moment to talk about protecting the people in the plan.
White-label per agency
Your logo, your colors, your domain. The client uses your agency's app, and the attribution goes to your CRM.
Warm signals to your CRM
Debt milestone reached, savings goal hit, family member added: each event lands on the contact timeline in your CRM. You follow up at the right moment, not on a random Tuesday.
What changes for you on day one.
Policy bound, client forgets your name until renewal. No reason to talk for 11 months.
Client uses Compass weekly to track their debt plan. Your agency's brand on their phone. When they hit a milestone, you call, and they're glad you did.
Existing client refers a friend. Friend ignores email. Lost.
Client shares "Try Compass, find your debt-free date." Friend builds their plan, contact created in your CRM with full financial context.
You guess when a client is ready for IUL or more coverage. Usually you guess wrong.
Compass shows the client just paid off their last credit card and started a savings goal. The CRM flags it. That's the call to make today.
The boring details that compound.
| # | Other tools | Bindloops |
|---|---|---|
| 1 | Generic "Get a free quote!" form: 0.5% conversion, lead is cold, has no incentive to talk. | A real financial tool the client wants to use, and keeps using. The lead shares their full financial picture and has a reason to take your call. |
| 2 | Standalone budgeting apps (Mint-style): the client uses THEIR brand, and you see nothing. | White-labeled: your domain, your brand, and every milestone flows to your CRM. |