Cosas relacionadas con seguros, inc. Mapas de objetivos
I wish there was a way for clients to log in on their end and view their map when they aren't in the office for a meeting with the Advisor.
Very easy to use, and the visuals and comparisons are very powerful in client presentations.
Desearía que hubiera más integraciones con otros programas, pero eso es algo en lo que siempre están trabajando para añadir.
Cosas relacionadas con seguros, inc. Mapas de objetivos
Very easy to use, and the visuals and comparisons are very powerful in client presentations.
I wish there was a way for clients to log in on their end and view their map when they aren't in the office for a meeting with the Advisor.
Desearía que hubiera más integraciones con otros programas, pero eso es algo en lo que siempre están trabajando para añadir.