Starlight Financial Services

Welcome back

Your clients. Your private book.

No email needed. Choose a password of at least 12 characters. Keep your recovery code somewhere safe.

Workspace   /   My clients
8Signed clients
0Across your policy types
0Due within 30 days
3A little attention goes a long way

Client directory

Select a client to open their complete file.

On your radar

TODAY
A file as individual as your client.

Add your own sections inside any client file. Family details, review notes, future plans—keep what matters together.

Client file

Changes save automatically. Check the save status before leaving.

Add a signed client

Create a file for a signed client.

Set a reminder

Save your recovery code

This code lets you reset your password without email. Keep it in a safe place. It will only be shown here once.

Version history

Restore a prior saved version of your book. Your current version is retained.