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

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