Let the B-File team free up your valuable time as an agency owner and onboard your customers
BFile System
What is it about?
Let the B-File team free up your valuable time as an agency owner and onboard your customers. The B-File system allows you to send your new B-Files directly to our team. We have an experienced staff that will call each of your customers using the proven B-File onboarding process. You will have a dedicated onboarder and receive weekly reports on their activity. Let us help make sure you reach your life and retirement goals.
App Screenshots
App Store Description
Let the B-File team free up your valuable time as an agency owner and onboard your customers. The B-File system allows you to send your new B-Files directly to our team. We have an experienced staff that will call each of your customers using the proven B-File onboarding process. You will have a dedicated onboarder and receive weekly reports on their activity. Let us help make sure you reach your life and retirement goals.
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