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.

RightIntel opportunities
Anticipate client needs based on their current cash on hand, assets held away, debt, expiring insurance policies and key events such as reaching retirement or RMD age.