Welcome to the Wealth Builders Group’s Digital World for Managed Absolute Support Services

Accelerate Digital Transformation of Insurance Business

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About App

We have made the next-generation and easy to understand business services mobile application for our team members. We thrive to keep on adding new functionality to make it easier for our team members.

This app only is used by WBG members. Through this mobile app, we want to give relaxation to our team members and assist them in working in a better environment. Our app allows the members to manage their clients, associates and keep themselves updated with the latest news, events etc. Thus, we help our team members to increase productivity and reduce the manual work.

Manage your Team Members

You can easily manage you team members, your associates and your clients at one place without much of paper work.

Manage Appointments

Never miss an appointment with your clients anymore. You can easily manage all your appointment in one place.

Latest Events & Contests

Stay up-to-date with information for upcoming events and contests at one place.

Manage Your Time, Make Things More Organized

Leading Insurance Company empowers team members with “All in One application”

  • Schedule easy appointment with SMD
  • Stay up to date with new members schedule with SMD
  • Reminders of Meetings & Mortgage Renewals of clients
  • Direct updates about recognitions & messages by CEO
  • Paperwork at your finger tips
  • Personal or Team Accountability ledger book
  • Digital Pocket Book
  • Finance calculator

Frequently Asked Questions

Here you can find the most frequently asked questions. If you cannot find an answer below, please contact our support team.

  • Do I need to make a payment?

    Yes, you have to make the yearly payment that is $25 for 1st year and $30 renewal for 2nd year. The Cost is per user basis. Pay to avoid uneven services.

  • Can I track my tasks?

    Yes, you can track your clients and their products too in which they lie down.

  • Can I use my tasks in any device?

    Yes, you can use any device to use your tasks. You can use it either android phone or iPhone.

  • Will you provide regular updates?

    Yes, you will have regular based updates here. If you add something like clients, there forma etc. you will receive updates related to it.

  • Can I locate team members?

    Yes, you can locate any specific team member or office location of his/her/it.

  • Do I can receive events updates?

    Yes, you can receive daily basis updates related to events that are going to being held.

Download App Here!

A simple and powerful application to manage your time and clients. Check out the app to explore it.

Want to Join?

Ask your Team Leader to get an invitation link