Most tools help you get clients. Milestone helps you keep them.

Policies

No policies added yet. Click "+ Add Policy" to begin.

Smoker

Beneficiaries

Coverage notes / gaps

⏰ Add follow-up reminder

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Quick Tags (tap to add context)

📋 Meeting Summary

✅ Action Items

💌 Suggested Follow-up

Milestne

Password

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👋

Welcome to Milestne

You're in. Let's get you set up.

Milestone combines smart reminders, deep client context, and AI to help you build relationships that last. Start by adding your first client.

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Your free trial has ended

Upgrade to keep your client relationships strong

✅ Unlimited clients & milestones

✅ WhatsApp notifications with AI drafts

✅ Call notes & email log

✅ AI-generated personalized emails

Upgrade - $19 / month →

Questions? Email us at [email protected]

Analysing client profile...

Could not generate insights. Check your Anthropic API key in Settings and try again.

💼 LinkedIn

📋 Client Snapshot

💡 Relationship Suggestions

🔒 Client data is sent to Anthropic to generate insights.

Composing your personalized email...

Could not generate email. Check your Anthropic API key in Settings and try again.

Review and edit before approving. All sent emails are logged for compliance.

Subject line

Email body

Time is optional - leave blank for an all-day reminder

Defaults to +1 year - adjust if different

📊

Upload your spreadsheet

CSV or Excel - any column format. We'll help you map the columns.

CSV · XLS · XLSX

📋

Start from template

No existing list? Download our template, fill it in, then upload.

💡 Multiple policies per client? Add one row per policy with the same name.

⬇ Download template

Preview (first 5 rows):

💬 Milestone Support

Hi! I'm your Milestone support assistant. Ask me anything about the app - features, how-tos, troubleshooting.