Current product
Aelora Awesome Advisers
A modern adviser workspace for clients, policies, renewals, notes, tasks, and the operational flow that keeps advice moving.
Product type
Purpose-built CRM
Audience
Insurance advisers
Architecture
Multi-tenant by design
Security
MFA and SSO support
What it delivers
Built for the realities of adviser work.
Advice-ready workflow
Track clients, advice cases, policy activity, renewals, emails, and follow-ups in one connected workflow built for real adviser habits.
Security built into the model
Multi-tenant design keeps partner data cleanly separated, helping protect privacy and reduce operational risk as the platform grows.
Practical compliance support
Keep notes, client facts, documents, and communication context attached to the work so advisers can stay prepared and accountable.
MFA and SSO support
Strengthen sign-in security with modern authentication options that help protect customer data and reduce account risk across adviser teams.
Customisable branding
Tailor the CRM to your own brand so it feels like a natural part of your business rather than a generic third-party system.
Room to expand
Aelora Awesome Advisers is the first product in a broader Aelora product journey, built with future extensions and companion experiences in mind.
Why it matters
Key benefits for adviser businesses
Multi-tenant design for stronger data security
Tenant-aware architecture supports clear data boundaries between adviser businesses while still allowing a shared platform operating model.
Awesome adviser workflow
The experience is shaped around how insurance advisers actually work, from lead to onboarding to servicing and renewal.
Better visibility across client and policy activity
Bring together tasks, notes, documents, and policy context so teams can act faster and miss less.
Customisable branding that fits your business
Configure branding to match your identity so the CRM feels consistent with how your team works and how your business presents itself.
MFA and SSO support for stronger access security
Support stronger sign-in controls to help protect sensitive customer information and reinforce the security posture advisers expect from a modern CRM.
Designed to grow with more products
Aelora is the company brand, and Aelora Awesome Advisers is the first product in a wider family of solution-focused software.