This App is the output App having large no of clients, policies, team and event management features to save time for very busy insurance professionals. Wealth Builder University app works completely fine on both android tablets and mobile smart phones. This app provides an instinctive interface to assist you to achieve your most ordinary job efficiently.
- User need to obtain the Login details from their SMD.
- Manage whole Branches and Contacts on your finger-tips
- Manage several Team Members simultaneously.
- Manage complete record of your Clients and Prospects
- Record your Appointments, set reminders members birthdays
- Manage all Insurance Policies, support for several types of Insurances products
- Multiple Statistics available. Attractive Charts with detailed data for specific, effective, quick analysis of your sales performance
- Quick reports are accessible for costs and premiums in Ledger section.
- Manage Policy Forms (download, share & view forms)
- Manage follow up of your existing clients and increase your sale.
- Import-Export or transfer Client files by connecting to Team Members.
This App manages a large amount of data and features. When we build Apps, our main aim is to merge the convenience of mobile apps with the control of desktop apps. We conceit ourselves in offering the best value in the App Store.
Please remember to Review our App. Your comments will help us to develop at a faster rapidity!
- In-app-purchase: Allow the user to upgrade the App to PRO version.
- Access to Storage: Allows you to create backups and restore from them.