InLife Compass

Description

Succeed as a Financial Advisor with InLife Compass! From goal setting to performance tracking, you’ve got it all in this end-to-end sales tool. Manage your leads to ensure daily activity. Conduct Financial Needs Analysis through its online calculator, so you can provide the right product solution to your clients. View reports to confirm you are on track.

Key Features:

Track Goals
• Monitor goals set on the web application
• Earn points when you add leads and update activities

Organize Leads
• Input leads in mobile device
• Update leads activity
• Add leads to phone contacts
• Send SMS to your lead
• Set appointment with your leads via your mobile’s native calendar
• Sync data with the web app when online

Generate Financial Needs Analysis (eFNA) Forms
• Help your clients define their financial needs and how much they should build up to achieve their goal:
o Life insurance
o Health Insurance
o Education Funding
o Investment
o Retirement Planning
o Estate Conservation

View Detailed Reports
• Be empowered to do the next step as you track your performance in Compass’ dashboard
• Retrieve eFNAs done when discussing with your clients