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Track all of your policies in one centralized location
As an advisor, you face the same challenge that many other small business owners face on a regular basis: balancing your business development efforts with serving your existing clients.
And as your client base grows, your duty of servicing your clients and their life insurance policies is inevitably going to become more challenging.
The solution is to track all of your policies in one centralized location. This is why we developed The Policy Tracker.
Our office will manage all of your policies using The Policy Tracker, ensuring that we can provide you with immediate access to your policies sorted by client or carrier upon request.
We also have the ability to provide you with monthly statements regarding which clients have upcoming annual reviews, expiring conversion, policy changes, etc., ensuring your ability to stay on top of important client relationships.