selXP Solo · Insurance and mortgage advisers
For insurance and mortgage advisers: every introduction, followed up with care
Advisers win clients through introductions and second conversations. selXP Solo will keep each person, what they are looking for and when you promised to call, so nobody is chased too soon or forgotten.
Coming early 2027Free to start. Sign up in the app when it opens.
Where you meet people
The moments that turn into work
- 01Meetings with clients and their families
- 02Introductions from existing clients
- 03Property shows and expat events
- 04Corporate visits and talks
What it will do
What selXP Solo will do for insurance and mortgage advisers
Solo is being built. It opens in the App Store and Google Play first, free, with Solo Pro sold in the app after that. Leave your email and we will tell you when it opens.
Only who wants to hear from you
Each contact records why you may follow up. Someone who asks not to be contacted gets nothing more.
The right moment
A renewal in March, a mortgage when the visa comes through: set the date, and Today reminds you.
What matters to them
A line after each conversation, in your words. Keep sensitive details where your rules say they belong.
Email or WhatsApp
In English or Arabic, in your own words, sent only when you press send.
A card in, a contact out
Photograph a business card in Arabic or English and it is read for you. Check it, add a line about what they need, and it is saved.
No signal, no problem
A basement car park, a packed hall: what you capture is kept on the phone and sends itself later.
Your own card
A digital business card with a QR code. People who scan it save your details and can share theirs back.
Yours, and only yours
Solo lives in a personal space that belongs to you. If you also work for a company on selXP Teams, it cannot see it.
Questions
selXP Solo for insurance and mortgage advisers: what people ask
Is Solo approved for regulated advice?
No. Solo is for keeping track of people and following up. It does not give advice, hold policies or meet any regulator's record-keeping rules. Keep the records your licence requires in the systems meant for them.
When can I use selXP Solo?
Solo is being built and is planned to open in early 2027, first in the App Store and Google Play. Leave your email on the Solo page and we will write once, when it opens. Companies can use selXP Teams today.
Will it be free?
Solo Free will be free, with a monthly allowance of card scans and AI drafts. Solo Pro, for people who meet more people, will be bought inside the app. Its price has not been set yet.
What if the company I work for uses selXP Teams?
Your company's leads stay in the company's space, and your own contacts stay in your personal space. The company cannot see whether you have one. You can copy one of your own leads into the company when you choose to.
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