Advice-ready workflow
Track clients, advice cases, policy activity, renewals, emails, and follow-ups in one connected workflow built for real adviser habits.
New Zealand insurance advice platform
Our first product, Aelora Awesome Advisers, is a CRM designed specifically for insurance advisers who want secure client data, smoother daily workflows, and less admin drag.
Designed by awesome advisers for awesome advisers.
The first Aelora product
A CRM platform for insurance advisers who need better structure without losing the human side of advice.
Track clients, advice cases, policy activity, renewals, emails, and follow-ups in one connected workflow built for real adviser habits.
Multi-tenant design keeps partner data cleanly separated, helping protect privacy and reducing operational risk as the platform grows.
Keep notes, client facts, documents, and communication context attached to the work so advisers can stay prepared and accountable.
Strengthen sign-in security with modern authentication options that help protect customer data and reduce account risk across adviser teams.
Tailor the CRM to your own brand so it feels like a natural part of your business rather than a generic third-party system.
Why it matters
Tenant-aware architecture supports clear data boundaries between adviser businesses while still allowing a shared platform operating model.
The experience is shaped around how insurance advisers actually work, from lead to onboarding to servicing and renewal.
Bring together tasks, notes, documents, and policy context so teams can act faster and miss less.
Configure branding to match your identity so the CRM feels consistent with how your team works and how your business presents itself.
Support stronger sign-in controls to help protect sensitive customer information and reinforce the security posture advisers expect from a modern CRM.
Aelora is the company brand, and Awesome Advisers is just the first step in a wider family of adviser-focused products.
Brand story
Company
The parent brand for a growing suite of software products built for ambitious adviser teams.
First product
A specialist CRM for insurance advisers with secure tenancy, strong workflow, and adviser-first usability.
Early interest
Get in touch and we’ll help configure a workflow that fits the way you work. Next, we can add a lead form, demo booking, or waitlist to help you capture new opportunities.