Wealth Builder University 13

Prabhjot Singh Grewal – Freeware – iOS
de votos 12

Wealth Builder University app offers a user-friendly interface designed to enhance everyday task efficiency.

Key Features:

Obtain login details from your SMD
Manage branches and contacts easily
Simultaneously manage multiple team members
Keep complete records of clients and prospects
Schedule appointments and set reminders for members' birthdays
Manage all insurance policies, including various types of insurance products
Access multiple statistics and detailed charts for effective sales performance analysis
Generate quick reports on costs and premiums in the Ledger section
Handle policy forms (download, share & view forms)
Follow up with existing clients to boost sales
Import-export or transfer client files by connecting with team members

This app efficiently manages a significant amount of data and offers various features. The primary objective during the app development phase was to blend the convenience of mobile apps with the functionality of desktop applications. Our commitment lies in providing exceptional value within the App Store.

We encourage you to share your feedback on our app. Your insights are valuable to us and aid in our rapid development process!

Resumen

Wealth Builder University es un software de Freeware en la categoría de Negocio desarrollado por Prabhjot Singh Grewal.

La última versión de Wealth Builder University es 13, aparecido en 25/05/2024. Inicialmente fue agregado a nuestra base de datos en 25/05/2024.

Wealth Builder University se ejecuta en los siguientes sistemas operativos: iOS.

Los usuarios de Wealth Builder University le dio una calificación de 4 fuera de 5 estrellas.

Imágenes (click para ampliar)

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Última versión
13

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