Wealth Builder University 4+

Name: Wealth Builder University
Author: Prabhjot Singh Grewal

Prabhjot Singh Grewal

Conçu pour iPhone

- Gratuit

Captures d’écran d’iPhone

Description

Wealth Builder University app provides an instinctive interface to assist you to achieve your most ordinary job efficiently.

Key Features:
- 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!

16 oct. 2024

Version 17.11

- bug fixes

Le développeur Prabhjot Singh Grewal a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données non collectées

Le développeur ne collecte aucune donnée avec cette app.

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus