Wealth Builder University 13

Prabhjot Singh Grewal – Freeware – iOS
fuori voti 12

Ultima versione
13 Cassaforte da installare

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!

Panoramica

Wealth Builder University è un software Freeware nella categoria Affari sviluppato da Prabhjot Singh Grewal.

L'ultima versione di Wealth Builder University is 13, pubblicato su 25/05/2024. Inizialmente è stato aggiunto al nostro database su 25/05/2024.

Wealth Builder University viene eseguito sui seguenti sistemi operativi: iOS.

Gli utenti di Wealth Builder University ha dato un punteggio di 4. 5 stelle su 5.

Schermate (Clicca per ingrandire)

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Ultima versione
13

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