Wealth Builder University 13

Prabhjot Singh Grewal – Freeware – iOS
av 12 röster

Senaste versionen
13 Säkert att installera

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!

Översikt

Wealth Builder University är en Freeware programvara i den kategorin Företag utvecklats av Prabhjot Singh Grewal.

Den senaste versionen av Wealth Builder University är 13, släppt på 2024-05-25. Det lades ursprungligen till vår databas på 2024-05-25.

Wealth Builder University körs på följande operativsystem: iOS.

Användare av Wealth Builder University gav det betyget 4 av 5 stjärnor.

Screenshots (Klicka för större)

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Senaste versionen
13

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