Advisors
often have to meet with clients to complete complex paper
applications. Unfortunately, many times these applications end up
incomplete and inaccurate, which can cause delays and even lost sales
when the advisor has to revisit the application with the client. And
most electronic applications simply replicate the complex paper apps,
leading to confusion and error.
eAppz
is intelligent software that guides Advisors through the questions,
asking only the relevant questions and providing an interface that is
common for different application types.
eAppz
is also a complete system that supports the entire sales process.
Automated communication tools and a centralized database are
integrated into eAppz. And the interface and process is designed to
build client relationships and to take advantage of the most modern
touch screen interfaces. Plus some key features allow the Advisor to
relax and focus on the task at hand.
Please
Contact
us
to learn more about these and other important eAppz elements that
provide Advisors with a multi-faceted workspace to increases
productivity and sales.