This product is for Financial Advisors who engage frequently or specialise primarily in client outreach.
Our product:
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Allows advisors to keep track of clients policies and payment dates
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Sorts clients based on various categories and allow advisors to filter by these categories
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Enables effective outreach by providing comprehensive contact details and ready-to-go messaging templates that one simply can copy and paste.
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For the detailed documentation of this project, please see the F.A.R.T. Product Website.
This project is based on the AddressBook-Level3 project created by the SE-EDU initiative.