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Monthly Title Review
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| Title
- NaviSys Front Office |
| Author
- NaviSys |
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Short Description
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| 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 |
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| - IncomeMax |
| IncomeMax
Description |
IncomeMax enables Insurance producers to quickly capture a clients needs and financial resources. Position Life insurance, Disability, Long Term Care and Annuity solutions. Accelerate your clients decision making process.
Easy to Use: The IncomeMax user interface is very graphical and flows logically from the collection of client information through presentation of results. Use IncomeMax in front of your client or as a presentation tool for your seminars. IncomeMax provides a great sales track for new agents.
Position Insurance and Annuity Solutions: Quickly identify a clients life, disability or LTC insurance needs based on their objectives and current financial situation. Demonstrate the power of annuities in your clients retirement plan. Compare alternate scenarios side-by-side.
Concise Graphical Reports: Present your clients resources, objectives and your recommendations in a concise and graphical manner with reports that are easy to read and interpret.
Liability Protection: A built in review module records client interactions, recommendations, meeting notes, client coverage rejections, etc. Auto-generated hold-harmless agreement that protects you from future E&O claims.
Additional Tools: Utilize additional tools to further illustrate your recommendations. Tools include: product comparisons, Buy term and Invest the rest, Policy comparisons and PV/FV calculators. |
| - IncomeMax
Download |
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