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Grundy is a financial diagnosis and referral automation platform designed to help advisors and insurance professionals generate qualified leads through WhatsApp and other shared channels. It provides a personalized link that can be shared with prospects, where they complete a short diagnostic and receive an automated analysis.
The app is built to turn client interactions into a structured referral flow. It captures prospect information, calculates a financial score, identifies relevant needs or urgency signals, and delivers qualified leads directly to the user. Grundy also includes automated follow-up features for policy management, such as extracting data from uploaded PDF policies and sending payment and renewal reminders through WhatsApp.
Key capabilities include lead capture, automated prospect qualification, WhatsApp notifications, a diagnostic dashboard, and a referral system that encourages sharing. The platform is intended to reduce manual follow-up, improve lead quality, and support ongoing client communication in a repeatable workflow.
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