Objective
Leverage the full list of customers to gain targeted insights, perform multi-criteria research, and segment your customer base for prospecting or follow-up purposes.
Step 1: Access the database
From…
Groupe Financier Signature
Here is the detailed procedure for viewing and filtering all your policies (in-force, pending or expired policies) in the Centralize platform.
Objective
Access a consolidated view of all your insurance…
Here is the detailed procedure for effectively managing your cases in the Pending Proposals section of Centralize.
Objective
Monitor the progress of new insurance applications sent to insurers, identify bottlenecks…
Here is the step-by-step procedure for setting up your profile and using the menu bar shortcuts in Equisoft's Centralize.
Objective
Customize the user interface, secure account access, and optimize daily…
Here is the procedure for getting started with Equisoft's Centralize platform, structured to allow you to efficiently navigate your advisor data.
Objective
Connect to the platform and understand the organization…
Hello, everyone,
The Top 50 results are now available in the GFS dashboard, in the Contests section. 🎉Congratulations to everyone! 🏆 Current top 3:
1️⃣ Evan Juteau Lapierre…
Here's a step-by-step procedure for using VieFund's financial calculators, a strategic tool to illustrate your clients' financial planning needs.
Objective
Conduct interactive simulations to help the client visualize the sustainability…
Here is the step-by-step procedure for navigating and using the Portfolio tab of the VieFund Client Portal. This section is essential to provide full transparency on investments.
Objective
To allow…