CRM-agnostic.
Your tools stay where they are.
Trail Guardian sits next to your existing planning stack - not in place of it. We import from the major Australian CRMs, research houses and platforms, run the compliance and audit layer on top, and write clean exports back when you need them.
Import from the CRM you already pay for.
Iress XPLAN - contact, policy and adviser exports via CSV and the Iress Open API where enabled by your firm.
Full client and policy CSV import. Roundtrip notes back to AL on request.
Policy data and underwriter quotes ingested for premium-jump analysis.
Trail commission and revenue records mapped to the audit trail.
Client and SoA exports supported via CSV. Native API roadmap H2 2026.
Salesforce-based imports via standard report exports.
Definitions, quotes and PDS data, mapped automatically.
Definition mapping and product comparison metadata.
Quote and policy structure imports.
Adviser fee and platform data.
The plumbing every firm already runs on.
Subscription billing and payment processing.
SSO via SAML available on annual plans. Calendar and email send-as supported.
Webhooks expose new-lead, audit-export and renewal events for downstream automation.
Don't see your system?
If you can export to CSV or XLSX, we can import. Email a sample file and we'll confirm fit within 1 business day.