Old Mutual InteGreat 4+

ADVISER

Old Mutual Life Assurance Company

Designed for iPhone

    • Free

iPhone Screenshots

Description

The app will support your advice, sales and servicing workflows by making all relevant information
available in one place.
You can also view and manage your diary, access leads and opportunities, and track your interactions.

What’s New

Version 1.8.12

This release of Old Mutual InteGreat is an exciting release for all of us!

We are equipping Advisers with more client tools by providing a summary of a client’s portfolio and their interaction history with Old Mutual. We have made all the notifications easier to navigate by adding a categorisation. An Adviser will be able to sort and filter clients by client attributes and interact with that group.

App Privacy

The developer, Old Mutual Life Assurance Company, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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