Calculator

Investigations and case management · by Bruce

Tool to estimate the value of a user’s client book to uncover hidden revenue in past relationships.

What it does

Tool to estimate the value of a user’s client book to uncover hidden revenue in past relationships.

  • Client relationship management
  • AI-driven outreach
  • Review solicitation
  • Keeping past clients warm for repeat business and referrals
  • Sending personalized touches like birthday cards and useful reminders on behalf of users to maintain client relationships and generate goodwill.
Category
Investigations and case management
Users
Real estate, mortgage, and insurance professionals
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free plan$0

Prices as published by Bruce, checked Oct 2026.

Security and compliance

As reported by Bruce. Ask for audit reports before you buy.

  • TX-RAMPCompliant
  • GDPRCompliant
  • CCPA/CPRACompliant

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