Tier 25 vs Ameritas Agent Kullanım & İstatistikleri
Designed exclusively for the Financial Services Industry, Tier 25 is a critical support system for New Advisors, and an invaluable tool for Field Managers to enhance the coaching experience provided to their team. Modeled after GAMA Hall of Fame inductee John Baier's 25-Point System, Tier 25 provides what no CRM or business productivity tool offers – a seamless, easy-to-use mobile application built to create engagement across the organization. With customized goal setting, real-time activity tracking, and gamified progress reports to fit your organization, Tier 25 is the FitBit for Financial Professionals.
- Apple App Store
- BOŞTA
- Finans
Mağaza Sıralaması
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The Ameritas Agent App now offers new and improved access to all your cases throughout the application process. Instantly access new business cases; search, sort and filter all your cases quickly and easily; get alerts on any in-force activity changes; quote term life insurance; and manage all case requirements with just a few clicks.
Key Features
- Instantly access all new business cases
- Receive immediate notification when contracts change status
- Sort cases alphabetically or by date
- Filter in-force activity by time and business type
- Search all new business and in-force activity from one place
- Get quick quotes on Term Life, compare options and calculate estimated coverage - all on the go
- Keep track of client milestones like term expirations, policy anniversaries and birthdays with our Ameritas Feed
- Customize which push notifications you wish to receive to manage your business effectively
- Apple App Store
- BOŞTA
- Finans
Mağaza Sıralaması
- -
Tier 25 VS. 
Ameritas AgentAralık 2, 2024