Sales campaigns are always accessible through the in-house mobile app, making it effortless to share them with your clients.
Lead distribution is streamlined through the in-house mobile app, ensuring you never miss any lead opportunities.
Comprehensive e-books is prepared and ready for you to share with your client, helping them connect effortlessly.
Strong sales activity foundation generates opportunities for lead generation and new business growth.
Recruitment webinar designed to help leaders attract potential candidates, encouraging them to participate and ultimately join the team.
In-house Will and Trust planning seminar provides an excellent opportunity for you to invite your clients to attend and gain valuable insights.
Regular in-house estate planning and trust training enhances consultants' expertise, ensuring they stay updated and informed.
An information hub for sales activities, events, and company compliance-related matters ensures you never miss anything important.