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Insurance
Management
Have instant access to your clients' insurance
products right at your fingertips - no more running to the file
cabinet when a client calls.
Track any type of insurance product
from any company - for 1 agent or an entire agency.
Track new
business underwriting
Print reports quickly and easily for client
reviews
Insurance Commission
Tracking
Calculate commissions for one agent or an entire
agency.
Verify your commission statements to be sure you're
getting all the hard-earned commissions you deserve
Calculate up
to 6 levels of agent and manager commissions with 2 overrides and 2
Premium Levels
Print many detailed reports to monitor agent
production, type of business being placed, and which companies are
being used most
If you pay agents - print statements to go with
their commission checks
Portfolio
Management
Keep your clients' investment products at your
fingertips.
Track any type of investment - mutual funds, stocks,
bonds, CDs, variable life, variable annuities, real estate
Have
instant access to the details of each account and the individual
investments within the accounts
Download client investment
transactions from several different sources - DST FAX mail,
Pershing, Fidelity/NFS, LPL, Schwab and many others
Calculate
time and dollar weighted rates of return
print great looking
consolidated reports and performance reports
Let Advisors Assistant Help
You
Increase Sales
Provide World Class Service to Your
Clients
Build Rapport to Keep Clients from Straying to Other
Advisors Run Your Office More Efficiently
Put Your Advisors Assistant
to Work NOW and Watch your Buiness Grow and Prosper. Remember you
can't expect what you don't inspect!
If you are interested in the Advisors Assistant
software offered through PROsystem click here to contact us
and take advantage of our customization..
Discover how easy it is click on Other Products/Services. |
