|
|
|
||
|
|
|||
Max4Advisors Features |
|||
| Track life, disability, critical illness and health policies. | Customizable queries | ||
| Create mailing lists for specific situations (e.g. reminder notice to all clients whose ten year term policies renew next month) | Convenient investment tracking – keep an eye on external assets in client portfolios | ||
| Link to client data folder on network or hard drive with a single mouse click | Print reports for internal use or for sending to clients | ||
| Built in reports for address changes, transmittal memos, detailed insurance summary, etc. | Custom report design available | ||
| Searchable fields | |||
|
Max4Advisors is designed for both sole practitioners and for groups.
One desktop for e-mail, contacts, calendars and client management.
Designed in Canada for Canadian representatives. |
|||
|
|
|||
|
© 2007-2010 Max4Advisors Inc. All rights reserved Max4Advisors is a trademark of Max4Advisors Inc. Maximizer CRM and Maximizer are trademarks or registered trademarks of Maximizer Software Inc. |
|||
