Where networks
become intelligence.
Real-time signals. Append-only audit. Tenant-safe by design.
ConnectMe turns operational data into actionable intelligence for distribution networks — built around your existing systems, not on top of them.
Your CRM tells you what was said. Your administration system tells you what was processed.
Neither tells you what's about to lapse, who hasn't worked their pipeline, or whether your branch is meeting target — until it's too late to act.
Submission ≠ outcome
A policy submitted is not a policy on the books. Without lineage from raw data to live state, the gap between intent and reality is invisible until month-end.
Data without governance
Every edit, override, and revocation needs a trail. Spreadsheet-based reporting can't answer who changed what, when, or under what authority.
Reporting that arrives too late
Month-end reports describe what already happened. Distribution networks need real-time signals — what's lapsing, who isn't working their pipeline, where targets are slipping.
A platform that mirrors how distribution actually works.
Every row carries the import batch, source file, user and timestamp it came from. Trace any number on any dashboard back to its origin row.
Every edit, override and revocation is written to an immutable audit log — POPIA-aware, FAIS-aligned, and queryable per user, per tenant, per period.
Lapses, NTUs, dormant pipelines and slipping targets surface as work items the same day they happen — not in a month-end PDF.
ConnectMe sits between your systems and your network.
We don't replace your CRM, your pricing engine, or your administration system. We connect them — turning siloed data into actionable signals for the people who need to act on it.
Intake. Intelligence. Distribution.
ConnectMe doesn't sit anywhere on its own — every layer plugs into something you already run.
Intake layer
CSV imports, scheduled syncs, and direct API hooks pull rows from your CRM, admin platform, pricing engine and reporting feeds. Every row lands stamped with its source, batch, user and timestamp.
Intelligence layer
Tenant-isolated database, append-only audit trail, role-based access enforced at the row level, and derived signals (lapses, NTUs, persistency, dormancy) computed against a single source of truth.
Distribution layer
Inbox items, dashboards, branch and team rankings, audit exports, compliance evidence — surfaced to the right role, on the right day, with full lineage back to the originating row.
A platform engineered for distribution.
Every capability ConnectMe ships is shaped by one question — does it help a distribution network see, decide, or prove faster?
Click any card for the deeper view.
Three audiences. One source of truth.
Distribution heads
See every team, every advisor, every policy in real time.
- Branch and team rankings against API, persistency, and NTU
- Pipeline visibility from submission to live policy
- Alerts when a branch slips below target
08:30 — opens the dashboard, sees three branches drifting on persistency. By 09:00 each branch manager has the same view in their inbox, with the underlying advisor list already filtered.
Compliance officers
POPIA + FAIS posture documented; complete record-keeping out of the box.
- Append-only audit log for every edit, override, revocation
- Per-user activity history; per-tenant isolation
- Exportable evidence trail for regulator queries
A regulator asks for the full edit history of an advisor revocation. Two clicks return the immutable trail — every change, every approver, every timestamp — exported as a single signed evidence pack.
Advisors & managers
Actionable today, not analytical at month-end.
- Inbox of work items prioritised by impact
- View switching between advisor and manager scope
- Direct feedback on policies that need attention
An advisor logs in to seven prioritised items: two pending-lapse calls, three NTU follow-ups, and two clients dormant past 30 days. By lunchtime each item is acknowledged, with feedback captured against the policy itself.
Already running where it matters.
ConnectMe powers Izulu Wealth's distribution network — across multiple branches, hundreds of advisors, tens of thousands of tracked policies.
The next generation of distribution
isn't built on spreadsheets.
ConnectMe is what comes after them — intelligent, audited, multi-tenant by design.