Warrior - PolicyPal Client Management App
Warrior is a CRM App provided to advisers for easier management of clients profile.
Key features:
1. Client profile management
2. Automated portfolio review
3. Appointment notification
Warrior - PolicyPal Client Management App
Warrior is a CRM App provided to advisers for easier management of clients profile.
Key features:
1. Client profile management
2. Automated portfolio review
3. Appointment notification