We believe insurance advisers deserve tools that truly understand how they work, tools that reduce pressure, not add to it.
That’s why we built a CRM that simplifies compliance, automates admin, and supports better client outcomes, so advisers can focus on what matters most.
MEET THE FOUNDER & Director
Alana Collinson
Alana didn’t set out to create software. She set out to make life easier for people like her, business owners and insurance advisers juggling clients, compliance, admin, and everything in between.
After two decades in the industry, she knew the frustrations too well:
CRMs that didn’t speak the language of insurance
Compliance tools tacked on as afterthoughts
Systems built for mortgages but sold to advisers
So she teamed up with a small team and built something better.
Built with care and advisers in mind.
Pulse CRM isn’t about chasing growth at all costs.
It’s built by a small, experienced team who care deeply about doing this work well, people who understand the realities of advising, compliance pressure, and client responsibility.
Why It Works
Pulse CRM isn’t just about features; it’s about flow.
It understands how an insurance adviser works because that’s who built it. Every function exists because it solves a real pain point. Every automation is there to give you time, not take it.
You won’t need a tech background.
You won’t need three months of onboarding.
You’ll just need a reason to make things simpler.
Feeling Curious?
Alana’s Vision
Alana believes the best outcomes happen when advisers are supported, not stretched thin. Pulse CRM is about giving that support, not just through software, but through the care and experien ce that shaped it.
And that’s what makes Pulse different.
It wasn’t made to sell. It was made to serve.
Want to see if it fits your business?
