Intake, scheduling, and document collection, under tight governance.

Client intake, scheduling, and document collection handled across every channel, with approval gates in the main workflows.

Intake with governance built in

Nothing sensitive without approval

How it fits

How Kantum fits financial & insurance.

Under your control

Approval gates and role permissions.

Every channel

Calls, email, and web, answered and logged.

Does the work

Intake and document collection, handled end to end.

Company memory

Client records and history, answered with sources.

Built for advisors, agencies, and firms

Built for advisors, agencies, and firms, with governance front and center. Nothing sensitive is sent without approval.

Collect, schedule, and intake, with approval on anything that matters.