|
Marketing & Sales:
Identify and act upon opportunities
with new and existing clients |
|
Customer Service:
Deliver consistent value to retain
happy clients and generate referrals |
|
Policy Tracking:
Manage all types of policies, including
share balances for variable life policies |
|
Reporting:
Provide your clients with consolidated
financial reports |
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Compliance:
Maintain comprehensive client journals
that include e-mail communication, document history,
and all relevant attachments |
|
Business Organization:
Transform your entire business into
a manageable, shareable frameworks |