From the first quote to the record of advice, renewals and claims, it's all in one audit-ready place.
The client system built for service-delivery brokers: advice, claims, renewals and documents on one timeline, ready the moment someone asks.
R100 per user / month. Minimum 5 users. No tiers, no contracts.
From the first quote to the record of advice, renewals and claims, HotKup keeps the whole client relationship on one timeline. Here is how it helps, day to day.
Records of advice scattered across Word, email and folders? When the auditor calls, that is a scramble. With HotKup, records of advice, claims, documents and emails all live on one client timeline. When the auditor asks, you hand it over, you don't go hunting.
Automatic messages keep clients in the loop and lift your service appeal, while tasks assign themselves to the right team member, so renewals run faster with less overhead, and never quietly slip to someone else.
When a claim hits, your client calls you first, even when it's lodged straight with the insurer. HotKup helps you guide them through it: an online form so they reach you in seconds, their policy and documents on hand when they can't find theirs, and the whole claim tracked in one place. You make the process smoother and easier, and become the broker they'd never think of leaving.
Keep the wow from the first hello through onboarding and beyond. Forms set a new client up in minutes, no chasing, and the service that won them never slips. See the whole book at a glance, and your happiest clients quietly become part of your sales team.
"Everything's in one place, so when the auditors ask, we just hand it over. It's as good as the big systems, and it's affordable."A boutique South African brokerage on HotKup
Switching systems sounds disruptive. This isn't. A real person sets HotKup up around how your brokerage works, brings your clients across, and stays with you until it's running. No IT project, no consultants, no downtime. You go live when you're ready, usually within an afternoon.
Hands-on setup, not DIY. We do the heavy lifting with you.
We shape HotKup to how you already work, not a template.
We import your book, so you start with your clients already in place.
On your brokerage as the example: your clients, renewals, advice and claims.
A real person sets it up with you, configured around your brokerage.
Up and running, usually within an afternoon. Month to month, no lock-in.
No tiers, no add-ons, no lock-in contracts. Billed in rands.
Service-delivery brokers win on the relationship: fast answers, proactive renewals, being reachable after a claim. HotKup gives your team the full client picture to be exactly that broker.
Book a demo →No, and anyone who says their software does is overselling. HotKup helps you stay compliant: it sends and records your client communication and keeps your records of advice and documents audit-ready. The compliance itself stays your responsibility.
Yes. Onboarding helps you import your clients, so you start with your book already in place.
Yes, reach client records, tasks and renewals on the go.
About an afternoon, with free hands-on onboarding configured around your brokerage.
R100 per user/month, minimum 5 users (R500/month). Everything included, with free onboarding and no lock-in contract.
Your client information lives in one secure system, helping you meet your POPIA obligations rather than scattering data across inboxes and spreadsheets. HotKup keeps an automatic audit trail on every record, so you can see who touched what.