Cabinet of financial consultant CAPITAL LIFE: everything you need for effective work!
The Cabinet of Financial Consultant CAPITAL LIFE is a mobile application for financial consultants that allows you to effectively organize your work and receive all the information you need online.
You are available:
Information about your income (data on the periods of calculation of remuneration, details of accrued motivation, planned income for future periods);
Information about clients (Information on forthcoming events, dates of next installments, dates of completion of contracts, sorting by client types);
Information on the portfolio of contracts (data on insurance contracts, data on possible extensions and cross-sales, filters by status, information on the level of receivables and regular installments);
Information for organizing your own schedules and corporate motivation programs.
Take advantage of the new online services CAPITAL LIFE today and make your work more simple, convenient and effective!
The Cabinet of Financial Consultant CAPITAL LIFE is a mobile application for financial consultants that allows you to effectively organize your work and receive all the information you need online.
You are available:
Information about your income (data on the periods of calculation of remuneration, details of accrued motivation, planned income for future periods);
Information about clients (Information on forthcoming events, dates of next installments, dates of completion of contracts, sorting by client types);
Information on the portfolio of contracts (data on insurance contracts, data on possible extensions and cross-sales, filters by status, information on the level of receivables and regular installments);
Information for organizing your own schedules and corporate motivation programs.
Take advantage of the new online services CAPITAL LIFE today and make your work more simple, convenient and effective!
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