Key Benefits
All Your Advisor’s Clients in One System
Keep Cases Moving- Minimize Time to Settle
All the Tools Needed
in One Place
Key Features
Consolidated View of Your Advisor’s Block
All your advisor’s clients from life, segregated and mutual funds pulled together into a complete 360° view.
Case Tracking
Know why your advisor’s client isn’t getting their policy yet, collaborate with them, and help them cover their client.
One Advisor Desktop
Integrated quoting, needs analysis, compliance letters, application and client management capabilities.
Product Resources
