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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 |
|
| - WinFlex Express |
| WinFlex Express
Description |
WinFlex Express was developed to allow you to quickly run more basic illustrations.
We understand that there are times when you are looking for a quick, easy quote that does not include riders, endorsements or additional benefits. WinFlex Express requires minimal input and is available for Universal Life and Guaranteed Universal Life, Term Life and Single Premium Immediate Annuity (SPIA).
How Does it Work?
The input is minimal and once it is complete you will be able to select up to 4 products/carriers to review. WinFlex Express will generate a supplemental concept ledger and the same carrier compliance approved ledger available in WinFlex Web. Additionally, the MultiPlan side-by-side product comparison will be available.
After reviewing your products, if you need to apply a carriers riders, endorsements or additional benefits, WinFlex Express will link to the standard WinFlex Web system where these features will continue to be available.
You will be able to access the carriers for which you have previously been approved. |
| - WinFlex Express
Download |
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