This app helps users efficiently manage business operations, including branches, contacts, team members, and client records. It offers tools for policy management, appointment scheduling with reminders, and detailed sales performance analysis through charts and reports.
19.5
July 21, 2026
Bugs Fixed
The Wealth Builder University app provides an intuitive interface to help users efficiently manage various business operations. It allows for the management of branches, contacts, team members, client records, and insurance policies, along with tools for sales analysis and reporting.
To begin using the Wealth Builder University app, users need to obtain login details from their SMD (Sales Management Department or similar). Once logged in, you can access and manage all features.
The app allows you to manage complete records of your clients and prospects. It also offers multiple statistics with attractive charts and detailed data for quick analysis of your sales performance, helping you follow up with existing clients and increase sales.
Based on the provided information, the app is available for free. There are no mentions of subscription fees, in-app purchases, or advertisements.
Yes, the app supports the management of all insurance policies and various types of insurance products. You can also manage policy forms, including downloading, sharing, and viewing them.
