Enterprise portal · guest@balsamcap.com
Your proprietary data
Load your book of business, isolated to your account by row-level security, to power "my clients" views and retention alerts across the dashboard.
Bulk import, CSV file
Upload a CSV. Columns auto-detected: ein, firm_name, plan_number, label. Thousands of rows in one go.
Or paste a few
One per line, EIN and/or firm name (e.g. 12-3456789, Acme Corp).
Your book (0)
| Firm / sponsor | EIN | Plan # | Label | |
|---|---|---|---|---|
| No entries yet, upload a CSV or paste your client list above. | ||||
Direct CRM sync
Connect your CRM
Sync your book straight from your CRM, no CSV. Pick your CRM and paste its API token.
Or via OAuth:Connect Salesforce
Most CRMs: paste the API token/key from your CRM's settings. Redtail: enter your login as username:password (we exchange it for a non-expiring key). Stored server-side, never exposed.
Pardot · soonPractifi · soonWealth.com · soon