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Applied WealthTrack Benefits

Better manage your sales pipeline

Manage and track client communication, tasks, activities and time spent working on the client file; complete with email and SMS message integration.

Streamline document management

Integrated document scanning enables client documents to be available instantly from a single repository. Access a template letter library to quickly manage communications.

Automate policy updates

Partnerships with all major life offices enable your staff to regularly update policy values and automate email communications to notify clients of policy changes and updates.

Simplify sales commission management

Manage sales commissions and payment schedule with ease and take advantage of full reporting for commission reconciliation.

Target marketing and communications

communications client segmentation and interactive marketing campaigns enables your staff to more strategically drive new potential business. Email, SMS & mail merge communication integrations further streamlines marketing campaigns and prospecting.

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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.