Insurance Management & Reporting

Track any type of policy from any company, group or individual, for one agent or an entire agency.

Advisors Assistant’s Insurance Module provides Unique View Screens to see a summary of a client’s policies at any time.

Or you can double click on a single policy and see more details on that policy.

With the Advisors Assistant optional Insurance Module you can:

  • Track Life, Health, Disability, Long Term Care, Annuities, and any other type of policy with any carrier
  • Track Individual or Group Insurance
  • Split policies between up to 4 different agents
  • Track new business as it moves through the Underwriting process
  • Print a variety of  Policy Reports, including underwriting summaries
  • Calculate Insurance Commissions (optional module)

I believe your software is the single BEST business tool investment I’ve made in the insurance business. With 27 years as a life and qualifying member of the MDRT, 30 years of NQA and 16 years of NSAA awards, I speak with at least some exposure to the insurance business. Advisors Assistant makes me look good in front of my clients. It also lets me know exactly what’s going on in my practice. With your incredible software I feel good every day of the year when I turn it on.”

W. Montplaisir

Every Advisors Assistant Comes With:

  • World Class 800 Line Technical Support
  • Software Updates
  • A 30 Day Money Back Guarantee
  • FREE Training Webinars

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