Calendar
RECEIVE, CREATE or MODIFY your REPman calendar directly from your iPhone or Android in complete integration with your mobile notification system. See not only your agenda, but your collaborators’ as well, if sharable!

                  Contacts
                                Once a client is created
                                in REPman, it is
                                immediately synchronized
                                with your iPhone or
                                Android contacts. You
                                may call at a simple click.
Once in your phone, no need to access
Internet to call, the data is integrated in your
phone. Modify the contact from your phone
and the data is automatically updated in
REPman. Create a new potential client in
your phone it is automatically mirrored in REPman.

Notification
Receive new reference from your agency directly in your iPhone or Android. Call immediately wherever you are and decide if you accept this reference or not by simply responding to the question. Automatically REPman and your agency will be notified of your decision. No need to complete this task in REPman anymore.

PDF Forms
The new form management module allows you to obtain, from a central REPman updated database, all Insurance forms such as T2033, aircraft pilot, etc.

Furthermore, the automatic fusion of information of the client is integrated into the PDF form ready to be sent out. You may also save this file in the client’s file archive to keep track of communications. 

REPman ACTION & REPman ABF
Two-way
synchronization
Create a new financial analysis for your client in ABF and all information will be synchronized with REPman ACTION, including all business opportunities so that REPman can enter into action! 

Conformity
ADOPT BUSINESS PROCEDURES THAT ARE CONFORM assisted by our new variety of business procedures. Create a business procedure for a new or existing client, etc., this automatically generates in your clients’ file a series of tasks and time follow-ups so that no intervention is lost, bringing all your activities in conformity.

Campaign : Automatic
Segregation
of your
clientele
In REPman’s professional version, you may build several types of campaign, automatically or manually.

For example, you may segregate all clients whose RRSP must be converted into RRIF or obtain a listing of clients that do not have financial analysis of needs in fie, etc.

      
See REPman ACTION in action