|
Monthly Title Review
|
| Title
- NaviSys Front Office |
| Author
- NaviSys |
|
Short Description
|
| Offers
unmatched customer sales experience to producers, policyholders
and home office staff alike. As a provider, you can also look
forward to streamlining your sales and service, completing illustrations,
quotations and applications quickly, closing sales in record
time, and building lasting customer relationships. |
| NaviSys Front Office Download |
|
| - Advisors Assistant Client Management |
| Advisors Assistant Client Management
Description |
Advisors Assistant is designed as a client management system for insurance agents, registered reps, agencies, brokers, and financial planners.
With Advisors Assistant you can:
Track clients, prospects, agents, brokers, vendors, mailing lists, and more!
Track all types of insurance products including group insurance.
Track investments such as mutual funds, stocks, bonds, variable annuities, variable life, and other unit based products.
Automatically calculate both time and dollar weighted rates of return.
Download your clients mutual fund activity each day using DST FANMail, DAZL,Fidelity/National Financial, First Clearing, LPL, Pershing, SEI, TD Waterhouse, and Wedbush Morgan.
Others will be available soon.
Merge client, policy, and investment data into letters, and print envelopes and labels. Advisors Assistant has a built in word processor and will also merge with Microsoft Word.
Track and calculate insurance commissions for one agent or an entire agency, and produce agent transmittal reports, management reports, and reports showing the agency net commission on each and every policy payment.
Manage your appointments and ToDos for an entire staff and have Advisors Assistant remind you when an important event is approaching.
Take your data on the road and enter data at remote sites and then merge the data with the main office database.
Link files such as scanned documents, letters, and spreadsheets to any name in Advisors Assistant. Open the linked files from within Advisors Assistant just by clicking on them.
Export Mutual Fund, Variable Annuity, Stocks, and Closed End Investment Fund data to Morningstars Principia and Advisor Workstation and Advisory Worlds ICE.
Export your data to Microsoft Outlook and to your favorite hand held computer so youll always have your names, addresses, phone numbers, email addresses, and calendar with you. |
| - Advisors Assistant Client Management
Download |
|
