"The Wealth Master" is a collaboration platform which committed to providing professional and efficient communication service for licensed insurance brokers and their referees.
Main features for referees account:
1. Reservation management
2. Policy renewal reminding
3. Customer management
4. Reminders
Main features for brokers account:
1. Reservation management
2. Policy administrations
3. Customer management
4. Reminders
5. Contract and referees account management
6. Licensed technical representative ("TR") management