Book a free demo to experience the new generation of business system!
Valid December 15, 2021 - March 31, 2022Visit our website for more details! Please email: ivan.yip@xbo-t.com
Redeem OfferWhile working with insurance and investment brokerages on financial projects and personal planning, we observed and realized their time-consuming task of calculating compensation for their agents. Administrative staff and accountants would spend hours every week to perform commissions calculations using a collection of tools and sources that include Excel spreadsheets, in-house software, paper printouts and external data sources. The complexities of the many different compensation structures for insurance and investment plans were not consolidated into one manageable software system which made it difficult to reconcile records. We decided to address their cries for help with a solution that manages all agent compensation allocation needs.
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- Unit 128, 11860 Hammersmith Way, Richmond, BC V7A 5G1
- Richmond
- (604) 923-8883
- admin@xbo-t.com
- https://xbo-t.com/index.html
- ChIJi990F5Z1hlQRuosFh5vy5Lw
- 09:30
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- 09:30
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- 09:30
- 05:30
- 09:30
- 05:30
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- No
- Yes
- Yes
- Debit | Credit | Cash
- Yes
- Book a free demo to experience the new generation of business system!
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Visit our website for more details!
Please email: ivan.yip@xbo-t.com
- https://xbo-t.com/products.html
- 12/15/2021
- 03/31/2022
- 12