Appointment Reporting

With our deep data, understanding which activities are most profitable is easy. Our management reports detail the number of calls made on behalf of each financial wholesaler, the number of e-mail communications, the number of appointments booked and the number of exceptions to the schedule.

Reports Tailored for Financial Managers

Senior management can readily comprehend the full scope of a wholesaler’s activities.

  • Compile data & create detailed reports of appointment activity for upper management