ExpertOffice
ExpertOffice
free
not available
ExpertOffice offers convenient tools for Agents appointed with American National for life and annuity business – it’s your electronic briefcase. The tools developed within this native app give the agent the ability to manage their business. The tools include –
ExpertApp - submit electronic life policiesExpertScan - submit requirements for pending life and annuity cases.ExpertIllustrator - illustrate life products sold through American National.ExpertForms – a forms utility to allow forms to be downloaded by product and state.New Business – track new business status of pending applicationsInforce Inquiry – track inforce values of inforce policiesExpertReports – pull reports (commission, annual statements, etc) and correspondence (letters for your clients).
ExpertApp - submit electronic life policiesExpertScan - submit requirements for pending life and annuity cases.ExpertIllustrator - illustrate life products sold through American National.ExpertForms – a forms utility to allow forms to be downloaded by product and state.New Business – track new business status of pending applicationsInforce Inquiry – track inforce values of inforce policiesExpertReports – pull reports (commission, annual statements, etc) and correspondence (letters for your clients).