Wealth Builder University 13

Prabhjot Singh Grewal – Freeware – iOS
z 12 głosów

Najnowsza wersja
13 Sejf do zainstalowania

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!

Przegląd

Wealth Builder University to Freeware oprogramowanie w kategorii Firma opracowane przez Prabhjot Singh Grewal.

Najnowsza wersja Wealth Builder University jest 13, wydany na 25.05.2024. Początkowo był to dodane do naszej bazy na 25.05.2024.

Wealth Builder University jest uruchamiany w następujących systemach operacyjnych: iOS.

Użytkownicy Wealth Builder University dał pewien oszacowanie od 4 z 5 gwiazdek.

Zrzuty ekranu (kliknij aby obejrzeć powiększenie)

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Najnowsza wersja
13

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