Yes, your data and documents can be imported into Skye from your current software provider upon receipt of the requisite files. We can also provide you with Excel templates for importing employees, representatives, clients, and policy information which will be imported into your personalised Skye database.

Skye is committed to the protection of client data and personal information.
Click here to view our POPI declaration.

Each employee is assigned a temporary username and password which they will be required to update when they first log into Skye.

Yes, access can be restricted based on the requirements of the FSP and this includes access to clients and policies within the FSP. For example, one representative will not be able to access or view the clients of another representative, unless the access has intentionally been set up this way.

Skye is both a Desktop and Web application and regardless of the version that is being used, all data and documents are saved in the cloud to ensure security.

Yes, we will provide potential users with a trial version of Skye for a limited period for testing purposes ( on condition that a non-disclosure agreement is signed.)
Please click here to submit your request and an agent will be in contact with you.

Basic communication and workflow templates are provided.

Yes, we would require an API from the other software provider and will quote to build the integration based on the client needs.

Yes, training is provided for all relevant modules and you will also receive training videos and manuals for reference purposes.