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What specific documents or client details should advisors have ready to input into Kithward’s pipeline for lead qualification?
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About Kithward
Kithward provides workflow software for independent life-insurance and mortgage-protection advisors. It organizes inquiries, lead-qualification stages, follow-ups, and next steps through the application journey. Advisors can create a workspace with a pipeline showing leads that need attention, are waiting, or are in progress. Kithward supports advisors’ processes without providing financial or insurance advice, recommendations, product suitability determinations, or quoting services.
- Website
- getkithward.com
