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.