A broker’s relationship is one conversation a year and eleven months of silence, and the whole business depends on being reachable at the end of it. Cardr keeps your details correct on their phone the entire time and reminds you before a renewal date rather than after it.
Broking is the trade with the longest gap between contact and value. You place a policy, and the next thing that matters happens eleven months later, at renewal, when the client either calls you or accepts an aggregator’s price out of inertia. Everything turns on being reachable and on time. Cardr keeps your details correct on their phone across that whole gap, and reminds you before the date rather than the week after it.
The renewal window is short, and the client is being marketed at by four aggregators while it is open.
The renewal
The renewal window is short, and the client is being marketed at by four aggregators while it is open.
Every constraint above is what decides the format. A card that fails any one of the three does not get used a second time, however good it looks.
Nothing about this scene is a networking event. The handover happened a year ago, and the moment that matters is a week-long window when a renewal notice lands and the client decides whether to phone you or click the cheapest quote they are shown.
Two things decide it. Whether they can find you without effort, and whether you got to them before the aggregator did. A card in Apple Wallet handles the first: it is on the phone, it is searchable, and it is still correct even if you have changed firm since.
The second is a reminder, which sounds trivial and is the single most valuable thing on this page. A renewal chased a fortnight late is a policy already placed elsewhere, and the reason it happens is never that the broker did not know. It is that nothing told them.
Not a mock-up. The artwork below is drawn by the same function that draws the inside of the signed .pkpass file, in the same colours the real pass carries, so this is what Wallet shows.
cardr.co/colin-bhatt
The scene changes by trade, but the mechanism does not. See every version of this page.
The longest follow-up window on this site, measured in fixed-rate terms.
Also forAccountantsThe practice year has a shape, and growth happens in the flat bits.
Also forSolicitorsThey decide in three weeks. Your card has to survive that long.
PricingFree forever, or £12 a monthWhat each plan includes, and the sixty-day guarantee.
Not on a date you choose. The reminder in Pro is automatic: an email on the third day after you meet someone, if you have not written a note against them yet, so the first follow-up does not slip. A renewal a year away still belongs in your diary or your back office, and Cardr will not pretend otherwise. What does help is free on every plan: write the renewal month in the notes against the person and it comes up when you search for it.
No. Cardr has no integrations with any system, insurance or otherwise. Every plan, including free, exports contacts to CSV and vCard for manual import, and that is the honest extent of it. If integration is your requirement, this is not the right product and we would rather you knew now.
Yes. Firm name, FCA reference and any required wording can go on the card the same as they would on a printed one, and unlike a printed one they can be corrected if they change. What is on your card remains your firm’s compliance responsibility, not something Cardr manages for you.
Contacts are stored on our servers as part of running the product and are exportable on every plan, including free, so nothing is locked in. It is not a client management system and should not hold policy detail, medical disclosures or anything else sensitive. Our privacy page sets out what is stored and for how long.
Free forever for the card, the Apple Wallet pass, the two-way exchange and your contact list, with no card details taken. Pro is £12 a month, or £9 a month billed annually, and adds the drafted follow-ups, the renewal reminders, the capture form and the full set of pass designs. Sixty-day money back guarantee.
Nothing for the other person to install, and no card details to start.