UPLOAD FINANCIAL REPORT AND SEND IT TO YOUR PROSPECT
- With Wellnex, you can collect up to 126 data points to evaluate the profile and financial status of your prospect
- Through my-insurer crm, you have a comprehensive view of your leads or prospect and see in one click all the information collected
- Once you have collected all the data, our system will be able to generate the following Fact Find Form in Pdf format.
- You will be able to send it via email or directly through the app Wellness