Use Cases
Agency Clients will help you
View your full agency-wide client database
Identify high-value clients across all advisors
Ensure data completeness and quality
Support marketing and re-engagement campaigns
Questions you can answer with this report
"Who are my most important clients, defined by highest lifetime gross sales or commission?"
"What are the total gross sales my agency has sold for each of our clients? What revenue has the agency taken in from those sales?"
"What clients within my agency haven't traveled within the past 6 months?" This is an opportunity to re-engage those clients directly as the agency owner.
"Which clients have birthdays coming up in the next 30 days?"