Wealth Builder University 13

Prabhjot Singh Grewal – Freeware – iOS
hors 12 votes

Dernière version
13 Coffre-fort à installer

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!

Vue d'ensemble

Wealth Builder University est un logiciel de Freeware dans la catégorie Entreprise développé par Prabhjot Singh Grewal.

La dernière version de Wealth Builder University est 13, publié sur 25/05/2024. Au départ, il a été ajouté à notre base de données sur 25/05/2024.

Wealth Builder University s’exécute sur les systèmes d’exploitation suivants : iOS.

Utilisateurs de Wealth Builder University a donné une cote de 4 étoiles sur 5.

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Dernière version
13

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