#1: CRM Overview

• Comprehensive list of features
• Description of optional modules
• ClearView Screens and navigation

#2: Increase Sales

• Client/Relationship Management features
• Sales oriented reporting
• Marketing tools

#3: Investments Overview

• Portfolio Management tools
• Performance Reporting
• Investment data downloads

#4: Insurance Overview

• Insurance tracking features
• Policy/Coverage Model
• Focus on individual coverage

#5: Group Insurance

• Group insurance records
• Client & organization Linking
• Group entry wizards

#6: Insurance Commissions

• Comprehensive commission tracking
• Rate tables and Commission rules
• Customization for your agency

#7: Advisors Assistant Strengths

• What sets us apart!