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Engagement Performance

Track Your Client’s Progress

We calculate the time spent and percentage of filled-in fields on each engagement page. This allows you to track your client’s progress and gives you valuable insight on how to tweak your templates to increase their performance.

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"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.

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