logo-cmd-solutions-10-1024x593-final
  • HOME
  • FEATURES
  • SERVICES
  • PRODUCT OVERVIEW
  • VIDEO DEMO
  • PRICING
  • CONTACT US
  • LOGIN

Product Overview

Home Product Overview

CDM Solutions – “The only stand alone client insurance reporting system on the market”

PRODUCT OVERVIEW

Search Critera

Inception/ Date of Birth Search by month

Total amount of inforce premium divided by product provider

Total amount of life insurance benefits under management by the business

Also includes all details of underlying policies used to generate these report

0
Advisers Satisfied
0
Clients
0
Data Feed

About CDM

In 2020 we live in a fast-paced market where information is constantly being disseminated and we are expected to process all this information which is overly burdensome. Client information is held in many systems within businesses and it is difficult to find a reliable point of reference where client information can be relied on.

Important Links

  • NDA
  • Privacy policy
  • Terms & Conditions

Quick Link

  • HOME
  • About us
  • Contact Us

Social

Email
Facebook
Twitter
LinkedIn
YouTube
Skype
HOMEFeaturesServicesAbout usContact UsNDATermsLicence
Copyright © 2020 all rights reserved.Designed and Developed by CDM Solutions.