The Common Sense Financial (CSF) App is a productivity tool to help agents to track and manage their business. Agents can use the built in calendar to track their daily, weekly, and monthly appointments. Appointments can be categorized into seven different CSF appointment types. Each appointment type is color coded across allowing you to track and prepare for the various needs of your business.
The app also provides you the ability to report on daily goals and Key Performance Indicators that are aggregated on your agent dashboard portal. The app helps you and your agents to track and document your client interactions with follow up reminder notifications.
Currently aggregated reports can be seen on the CSF agent portal website. Future releases of the app will include these aggregated reports on your local device.
The app also provides you the ability to report on daily goals and Key Performance Indicators that are aggregated on your agent dashboard portal. The app helps you and your agents to track and document your client interactions with follow up reminder notifications.
Currently aggregated reports can be seen on the CSF agent portal website. Future releases of the app will include these aggregated reports on your local device.
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