Insurance Tracking Webinar
Learn to track any type of policy from any company with Advisors Assistant.
- Enter and maintain insurance products
- Use Policy FlexFields to customize policy data
- Enter Policy Riders
- Track the policy through the underwriting process by entering individual actions and printing underwriting reports
- Print insurance reports
Tracking Insurance with Advisors Assistant – 1 hour 30 minutes
- Tour of the Advisors Assistant Insurance View Screens
- Adding Master Policy Coverages
- Adding Insurance Policies
- Customizing Policy Flex Fields
- Adding Policy Riders
- Attaching Policy Forms
- Adding Underwriting Actions and Follow-ups
- Printing Insurance Reports including Underwriting Reports