InLife Compass

Succeed as a Financial Advisor with InLife Compass!

InLife Compass is an all-in-one end-to-end sales tool designed to help financial advisors excel in their profession. From setting goals to tracking performance, this comprehensive application streamlines every aspect of your workflow.

Key Features

Track Goals

• Monitor and manage the goals you set using the web application.
• Earn points by adding new leads and updating your daily activities, which keeps you motivated and engaged.

Organize Leads

• Input and manage your leads directly from your mobile device.
• Update lead activities and add them to your phone contacts for easy reference.
• Send SMS messages to your leads, ensuring timely communication.
• Schedule appointments with your leads using your mobile's native calendar.
• Sync your data with the web application whenever you're online, keeping everything up-to-date.

Generate Financial Needs Analysis (eFNA) Forms

• Help your clients define their financial needs and determine the steps required to achieve their financial goals.
• Utilize eFNA forms to assess various aspects such as:
  • Life insurance
  • Health insurance
  • Education funding
  • Investment strategies
  • Retirement planning
  • Estate conservation

View Detailed Reports

• Empower yourself to take the next step by tracking your performance through Compass' intuitive dashboard.
• Retrieve completed eFNAs during client discussions, ensuring you have all the necessary information at your fingertips.

InLife Compass simplifies your daily tasks and enhances your ability to serve your clients effectively. With its robust features and user-friendly interface, it is an indispensable tool for any financial advisor looking to succeed in today's competitive market.