WE ARE DIGITAL
WORK SMARTER
Deliver Top-Tier Service to Your Clients
- Grow: Analyze client financial data to uncover sales opportunities
- Automate: Keep policieis and investments current with automated data feeds
- Transact: Access carrier forms, e-apply for insurance, and open new investment accounts
- Protect: Guard client data with advanced security, encryption, and data recovery
- Monitor: Stay on top of renewals, customer birthdays, and annual reviews
- Integrate: Leverage direct access to 100+ industry-specific tools
SUPPORT
SUPERVISE
The Better Way to Support and Supervise Your Sales Force
- Maintain comprehensive oversight over rep activities and gain valuable insights into revenues and assets under management
- Manage leads and sales opportunities to identify prospects, gauge potential revenue and measure rep performance
- Manage a library of product informaton and approved marketing materials for distribution to branch offices
- Empower offices of supervisory jurisdiction (OSJs) make sure reps stay on the right side of legal and regulatory requirements
Project Management
Maintain Strong Relationships While Driving Sales, Drive your data, Manage features, Use our Dynamic Reports to mine your client data for marketing and upsell opportunities, Generate Clear, attractive reports for your clients to help them understand their finances.
PROTECT
Security
Guard client data with advanced security, encryption, and data recovery
Stay on top of renewals, customer events and annual reviews
INTEGRATE
Software
Leverage direct access to 100+ industry-specific tools.
Access carrier forms, e-apply for insurance, and open new investment accounts
GROW
Business
Analyze Client financial data to uncover sales opportunities
Transact: Access carrier forms, e-apply for insurance, and open new investment accounts.
GET IN TOUCH
Telephone: 800-484-4065
E-mail: info@networkenterprises.net
Address: 5900 Balcones Suite 16305 Austin, Tx 78731
ABOUT US
NETWORX began developing solutions to support agents and advisors nearly 15 years ago. It's goal: to help industry professionals better leverage vital clients Data System (CDS)-IT pushed the envelope of contact management to include customer service and policy and investment tracking-all from a financial services industry perspective.
Several years ago, Networx evolved helping the wealth management industry leveraged new technologies to support considerable shifts in the business needs of our users.
Network covers the full spectrum of financial services distribution-including insurance companies, general agents, banks, investment dealers, agents, and financial advisors. With management and support teams that offer unprecedented longevity in the business, highly proven solutions, and offices around the United States, Networx continues to strive toward our mission: Delivering outstanding solutions that address the specialized needs of financial services professionals to help drive operational efficiencies, boost revenues, and support exceptional client service.
365.000 €
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