明曜財富管家 app for iPhone and iPad

4.0 ( 3360 ratings )

Business
Developer: AGATE TECHNOLOGY LIMITED

Free

Current version: 1.0.3, last update: 7 years ago
First release : 06 Apr 2017
App size: 5.02 Mb

"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