Your information stays yours
Your team's information is kept completely separate from every other team's. No other customer can ever see it, and we test that continually.
Security and privacy
Your clients trust you. You can trust this.
Cockpit holds your clients' names, numbers and history. Here's how we look after it, in plain language.
Secure sign-in
A second check when people sign in, using a phone app, Face ID, Touch ID or Windows Hello. Owners can make it a must for the whole team.
Sign in with Google or Microsoft
Your team can use the work accounts they already have, and owners can require it for everyone.
The right access for each person
Office managers see their office. Agents see their own work. Each role sees what the job needs and nothing more.
Your CRM, handled with care
Your CRM login details are locked away safely. Cockpit reads your CRM and changes nothing unless you ask it to.
A clear record
Owners can see who signed in, who changed what and who exported information, at any time.
Yours to take, yours to delete
Download your information whenever you like, and have it deleted when you leave. Every client's contact preferences come along with them.
AI that respects privacy
When you ask Cockpit a question, it only uses your own team's information and keeps your clients' names private. Nothing is ever sent to a client without a person approving it.
You stay in control
Sign out of every device in one click, and decide how long people stay signed in.
Before any client information is connected, we confirm in writing where it's stored, our privacy notice and who we work with. Questions from your broker or compliance team are welcome at [email protected].