With the help of the structured risk inventory, you can be sure that you do not miss a single risk of an individual or entrepreneur. On this basis you create professional advisory reports, clear and transparent for your clients. The link with ANVA prevents double input and provides a pleasant structure for periodic review of your portfolio. WeGroup distinguishes itself as a flexible platform with a modern look and feel.
Both the advisor and the end customer benefit from using WeGroup. The end client gets the call, all advice, current policies, an action list, new quotes and more clearly organized in a professional report. The advisor has an insightful portfolio and saves time on his periodic walk-throughs.
