Wealth Builder University 13

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!