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

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• 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