Why choose us?
Our standout features include a flexible and efficient payout system, versatile network visualization, effective customer relationship management etc.
Versatile Network Visualization
Enable distributors to visualize the organizational structure through genealogy tree, multiple network view and tree tooltip features which offers quick insights into details and performance metrics of each node or individual member. Use the sponsorship view for distributors to actively track the performance of their specific downline
Customer Relationship Management
Nurture leads and customers with quick query resolution and tracked interactions. Use the business analytics and reports generated from customer activity to offer tailor-made financial and insurance services for enhanced customer retention and satisfaction
Flexible and Efficient Payout System
To build trust and contentment in distributors, enable them to choose from the payment platform of their choice for a flexible payout method, distribute the payment only to active affiliates and avoid paying the dormant nodes. Let the distributors have a comprehensive understanding of their accumulated earnings with the earnings overview tab and payout tracking functionality.
Sales Management
Quickly pull up customer information, sales history and status along with various other crucial business information in no time to expedite the administrative tasks. Gain better understanding of customer behaviour and activities for getting deeper insights into market behaviour and response.
Compliance and Reporting
Adhere to the complex web of rules, regulations and safety nets mandated by the regulatory bodies over domestic and cross-border business with ease. The Finance MLM software ensures smooth regulatory compliance with tracking the requirements with continuous reports and audit trials. This feature is of special importance in finance and insurance industries.
Safety and Security
Do not compromise the security of your crucial business and customer information with role-based access, wallet passwords, strict security policy to prevent any risk of unauthorized access and an additional security shield with biometric authentication.
What we offer
FAQ
Finance & Insurance MLM Software FAQs: Find Answers to Your Queries Here!
By managing large and efficient networks through tracking agent and broker performance, monitoring business growth, tracking sales activities, conducting timely audit trials, and managing efficient customer relationships, a Finance and Insurance Network Marketing Software offers constant support and service to the venture.
While selecting your MLM software, ensure that you have a list of optimal requirements needed for your unique business model. Match the features in the software such as network management tools, compensation plans, lead management, compliance monitoring etc., to your requirements to get a better judgement of which software is your best fit.
A finance MLM software ensures data privacy and security through data encryption, role-based access controls, regulated security audits and compliance to industry regulations such as GDPR and HIPAA along with other data protection laws that specifically apply to your business model. The cloud-based data backup and recovery ensures data security even at the event of loss or breach.
A good Insurance MLM software offers extensive customization features for branding, compensation plans, third party integration, reporting or analytics tools, workflow automation and any other add-on features. Customizing the MLM software to match the uniqueness of your venture is critical in achieving sustainable success with an edge.
