Using the Insurance Module - 1 Day
Learn to track any type of policy from any company with Advisors Assistant.
- Enter and maintain insurance products
- Use Policy FlexFields to customize policy data
- Enter Policy Riders
- Track the policy through the underwriting process by entering individual actions and printing underwriting reports
- Print insurance reports
The latest version of Advisors Assistant, Advisors Assistant 6, is used for all classes.
Tracking Insurance with Advisors Assistant
- Tour of the Advisors Assistant Insurance View Screens
- Adding Master Policy Coverages
- Adding Insurance Policies
- Customizing Policy FlexFields
- Adding Policy Riders
- Attaching Policy Forms
- Adding Underwriting Actions and Follow-ups
- Adding Policy Notes
- Printing Insurance Reports including Underwriting Reports
- Tracking Group Insurance
Class Price: $199
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