Manuals

Advisor Manuals

360 Lifecycle Advisor

The object of this manual is to give Advisers the tools to efficiently and effectively drive increased sales and manage activity resulting in new business.

Click here to see the; 360 Advisor Manual 

 

360 Lifecycle Automatic review Generation

The object of this manual is to give Advisers the knowledge to understand why & how their reviews are generated.

Click here to see the Automatic Review Generation Manual