Inviting Your Clients Online

Invite your clients to collaborate with you online.  If you are an advisor using TicoonSales (or want to be), you can expand your service to include our online client portal allowing you to build strong and long lasting relationships with your clients.  With TicoonTouch:

  • Your clients can view their insurance and investment information
  • Securely message your client — even sensitive financial details with ease of mind
  • Share documents and maintain Privacy Act compliance