Advisors Assistant Insurance Management
Track any type of policy from any company, group or individual, for one agent or an entire agency.
With our Unique View Screens you can see a summary of a client's policies at any time.
View Client with Insurance Screen
Or you can double click on a single policy and see more details on that policy:
View Policy with Underwriting Screen
With Advisors Assistant Insurance Management you can:
- Track Life, Health, Disability, Long Term Care, Annuities, and any other type of policy
- Track Individual or Group Insurance
- Split policies between up to 4 different producers
- Track new business as it moves through the Underwriting process
- Print a variety of Policy Reports, including underwriting summaries
Every Advisors Assistant Comes With:
World Class 800 Line Technical Support
A 30 Day Money Back Guarantee
FREE Training Webinars