The sheer amount of detail available on an individual policy level as well as across your entire book is staggering. And having that information scattered across multiple sources – carrier portals, Excel spreadsheets, filing cabinets – forces you to be reactive to any problems that may arise with your clients’ policies.
It’s critical to get all that information into one centralized location so you know what’s going on with the policies you’ve sold!
But it doesn’t stop there.
Just getting everything into one place isn’t enough. You also need your data sorted and prioritized. If the thought of getting all that information organized is overwhelming, you aren’t alone.
During this webinar, we’ll talk about the different ways to group policy details and the value timely, current information provides. We’ll show you how we’ve helped other advisors, wealth managers, financial planners, and distributors get line of sight on their clients’ policies and share some of their success stories with you, too.
Register to save your virtual seat. We’ll see you there!