This Edition helps financial advisors in the insurance industry to manage their clients and opportunities. It provides a complete view of their client profiles, including policies and riders held by the clients.
www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000002eedSAAQ
Showing posts with label agent. Show all posts
Showing posts with label agent. Show all posts
Wednesday, September 3, 2008
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