Digital business card for insurance brokers You speak once a year. Be right for the other eleven.
A free card that stays correct between renewals, so clients can still reach you eleven months after you place the policy.
Free forever · No card details · About a minute
cardr.co/colin-bhatt
Example of what happens next: Rob Kerr scans Colin’s card, saves Colin to their contacts and chooses to send their own details back. The next morning at 09:00, Cardr Pro reminds Colin to follow up, with the email already drafted.
The renewal went to an aggregator because you called a fortnight late. You place a policy, then nothing until renewal. Cardr keeps your card correct across the gap; clients save you, can send their details back, and the renewal month sits on their name. On Pro, a next step reminds you on its day.
One scan. You’re in their phone. They can send theirs.
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1
Show your pass
At the client’s premises or the trade breakfast.
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2
They save you
No app. Then they can send theirs back.
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3
Be there at renewal
The renewal month is in your note, and Pro reminds you.
Example
Eleven months of silence, then one week.
The renewal
- Eleven months
- One week
- Nothing tells you
The renewal window is short, and the client is being marketed at by four aggregators while it is open.
- Eleven months. One conversation a year, and a very long silence in which your number can quietly stop being right.
- One week. The renewal window is short, and four aggregators are inside it with a cheaper headline price.
- Nothing tells you. A renewal chased a fortnight late is a policy already placed elsewhere, and the cause is never that you did not know.
Each constraint decides the format. A card that fails any one of the three does not get used a second time, however good it looks.
cardr.co/colin-bhatt
- Edit once, it updates
- Commercial combined · 180 clients
- One scan, no app
- Opens with no signal
The handover happened a year ago. What matters now is a week-long window when the renewal notice lands and the client decides whether to phone you or click the cheapest quote.
Two things decide it. Whether they can find you without effort: a saved contact does that, and it links back to a card page that is still correct if you have changed firm. And whether you reached them first.
A renewal chased a fortnight late is a policy placed elsewhere. Usually the broker knew. Nothing reminded them.
Nothing for them to download.
Tap through what Tom sees when he scans your card.
Colin BhattNo app, no account, no sign-up for the people you meet.
Make yours in about a minute.
Free forever, and nothing for the people you meet to install.
For a gap measured in months, not days.
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Today
The renewal meetingRob saves you · can send theirs -
Days 1–2
Nothing to remember -
Day 3
ProTime to follow up with Rob KerrFollow-up drafted
- Renewals you call on time. On Pro, give a client a next step with its day, and Cardr emails you at 09:00 that morning.
- Correct a year later. Change firm, number or FCA reference once, and your page and pass show it.
- The cover on the name. “Commercial combined, renews March, two vans added in July”, in a searchable note. Free.
- Their details, first time. After saving you, clients can send their name and email or number back.
- The renewal message drafted. Pro writes it from your note, for 200 people a month, so a week of renewals takes an hour.
- Free to start. The card, the pass and the exchange cost nothing and take no card details.
The card is free. Pro does the follow-up.
Everything in the first column stays free, with no expiry and no limit on exchanges or contacts. Pro adds what happens after the meeting.
| FreeForever, no card details | Pro£12 a month, or £9 a month billed annually (£108 a year) | |
|---|---|---|
| Nothing to install for the person you meet | Included | Included |
| A no-signal code that holds your contact itself | Included | Included |
| Pass designs | One: Oxford | IncludedAll 16 |
| Your follow-ups, written and ready | One draft and reminders about your first three people | IncludedEverything |
| Every lead, sorted | Your list, notes, tags, who replied, the timeline, search and export | IncludedEverything |
| See what your card wins you | Views, scans, swaps and saves, counted | IncludedEverything |
| A page that gets you booked | Booking, WhatsApp and review links on your page | IncludedEverything |
Pro turns the people you meet into work you win.
Four things it does after every meeting. Choose one to see it.
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At 09:00 your time, Cardr emails you who to follow up, with the message already written from what you talked about. One tap opens it in your email, or WhatsApp when you have their number, ready to send.
- Drafts for 200 people a month, in your voice.
- Reminded on day 3 or the morning after you meet, your choice, or on the day they said. One more nudge on day 7 if they are still waiting.
- Pick a time to send it later, and the draft comes back to you then.
Free: one draft and reminders about your first three people, to try it on your own.
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See who could turn into work and who you won, at a glance. Nobody slips because they were halfway down a list.
- Opportunity, Won and Lost, with what it was worth.
- A pipeline of everyone by stage, and a next step on each person that reminds you on its day.
Free: your list, notes, tags, who replied, the timeline, search and export. Always.
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What came of everyone you met: who replied, what turned into work and what it was worth, by event, by source and by Cardr Metal card.
- How fast you follow up, and the days people swap details with you.
- Taps on your page’s booking or WhatsApp button, by where people came from.
- Download it all as a spreadsheet.
Free: views, scans, swaps and saves, counted, on every plan.
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Pin Book a time or WhatsApp right under Save, so the next step is one tap for the person you just met.
- Up to six services, each with a “from” price.
- Up to three quotes from your clients, shared with their permission.
- The button shows again after they send you their details.
Free: booking, WhatsApp and review links on your page, as links.
Free, and staying free
- Every contact, with notes, search and export
- Nothing to install for the person you meet
- A no-signal code that holds your contact itself
- Views, scans, swaps and saves, counted
Pro
- 7 daysfree to try
- 30 daysfull refund
Where to go next.
How it compares, two guides for your week and a free tool. Also for: Insurance agents, Accountants, Solicitors. Every version of this page, and pricing: free forever, or £12 a month with a 7-day trial. After you’ve met them: how to follow up, with messages to copy. This card’s design: Engine Turn.
Blinq: best if you already run a CRM. Prices, Wallet and follow-up side by side.
AlternativesMobilo alternativesThe other options to Mobilo, with dated prices, and who should stay.
GuideAn Apple Wallet business card without an appYou need no app to put a business card in Apple Wallet, and the people you meet need nothing at all.
GuideWhy follow-ups fail on ThursdayWhy networking follow-ups fail by Thursday, what makes one get answered, and a five-step method that survives the week you were too busy to send it.
Free toolEmail signature generatorA signature with your card link, for Gmail and Outlook.
Also for
Insurance brokers, answered.
Can it remind me about renewal dates?
On Pro, yes: add a next step such as “Renewal review” with its day, and Cardr emails you at 09:00 that morning. On Free, pick the renewal day on their name and they move into To follow up that day. Your back office stays the record of renewals.
Does it integrate with Acturis or my back office?
No. Cardr has no integrations. Every plan, including free, exports contacts to CSV and vCard for import. If integration is a requirement, this is the wrong product.
Can I show my FCA details on the card?
Yes. Firm name, FCA firm reference number and any status wording fit on the card, and unlike print they can be corrected. What your card says remains your firm’s compliance responsibility.
Does the client need an app?
No. Your QR code opens your card as a web page on their phone, iPhone or Android, and they save you to their contacts from there. Nobody downloads an app or creates an account.
Is client data safe in it?
Contacts are stored on our servers while you use the product and export on every plan. It is not a client management system: keep policy detail and medical disclosures out of it. Our privacy page sets out what is stored.
What does it cost?
Free forever, no card details: your card, page and Apple Wallet pass, the two-way exchange, and every contact with notes, search and export. Pro, £12 a month or £108 a year (£9 a month), adds drafted renewal messages, dated reminders and all 16 pass designs. 7 days free, then 30 days to change your mind.
Free forever. About a minute to build.
Nothing for the other person to install, and no card details to start.