Grow your practice with RightIntel™
Transform your client data into actionable intelligence
Stay on top of your business metrics and client needs
Dashboard
See a visual summary
of your key business
metrics in one place
Client Overview
Analyze clients by various
attributes, insurance
types and activities
Opportunities
Anticipate client needs
based on cash on hand,
debt, key events and more
RightIntel Dashboard
See a clean, visual summary of your key business metrics such as the total number of clients, total invested assets, top clients by net worth and more.
RightIntel Client Overview
Sort clients by attributes such as net worth, invested assets and open tasks; see different types of insurance coverage across clients; and view recent client activities.