Friday

TQD

About this app

Friday will comprehensively support your Agent & Advisor career, empower your potential, enhance your customer services to the next level, improve your sales management, and make you a professional by various features such as,

- Basic & Advance CRM: Centralize your clients' contact data & information in one place, Manage busy appointments and tasks with your fingertip, Closely track multiple sales opportunities in one place, And set a standard of work.

- Financial Planning: Collect & Maintain clients' financial information & financial statement, Summarize clients' insurance policies portfolio, Set the financial goals for essential financial planning, And create a beautiful presentation for your customer.

- Team & Report: Collaborate closely with your team. Communicate directly within the organization. And keep track of your own and your team's performance at all times with a visualized report.

- Knowledge & Products: Read numerous articles exclusively for insurance agents and financial advisors for building new skills and competence, and browse a data warehouse of financial products to assist you in the service.

Try it for free today!