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  • Appointment and Licensing Software
    Is there a product out there that integrates with all Health and Life companies applications and state licensing systems to streamline the onboarding process of new agents? What I'm looking for is: Data Entry one time by the agent. Auto complete 7-10 carrier applications/appointment requests. Send agent data to a predetermined set of states for non-resident licensure. I'm aware that......
  • I Need a Good Client Management Software
    Hi Everyone, I currently have Your Insurance Office and honestly I really like it. But now that Frank is no longer with us I am going to have to upgrade ...any suggestions on an affordable easy to use option would be helpful, thanks....
  • Client Management Software
    My small company has three employees and we do life and health both group and individual. We are independent and looking fora good economical client management system. Any recommendations and feed back would be appreciated. Thanks in advance....
  • Fex Quotes Log in
    I have been using this software for a few months now and wonder how I ever lived without it. My question is this - do you guys get logged out of their system about 100 times per day? It seems like every time I leave the program to use something else on my phone I have to log back in. Its not a huge issue since the password is stored but gets annoying when I'm with a prospect and have to keep......
  • Anyone Know of De Duping Software?
    I am looking for something that would allow me to drop an excel file into a de duping program that would automatically removes records uploaded before. So I don't have to manually de dupe them in excel... Nothing to fancy its for a client who is a single producer...
  • Lead Management Software
    So velocify is out. I can't stand my salesperson and I have two colleagues that do not like the post sales support. I get leads from 8 sources working on 10. I'm aware of blitz and radius bob. I need this for a team of 6 producers. Any others? What are the thoughts on radius bob vs blitz? Again please no velocify comments :)...
  • Is There Any Retirement Planning Software that Can Handle Indexed Annuities Well?
    I really don't know many of the retirement planning tools that are out there, but it seems like the few I've come across, none of them have the ability to include indexed annuities in a retirement plan. Pretty much all of them can include a systematic withdrawal percentage from a stock/bond portfolio. Many others can include variable annuities either with or without an income rider. But are......
  • NEW FINANCIAL SOFTWARE - Seeking Charter Members and Development Input
    We are currently developing a very robust software program to fill a very much needed void in our business. That is, a way to teach prospects what we do and why we do it. We want to cut through all the garbage and myths and really teach solid financial principals. Certainly there are software programs out there, but many of them fall short of that goal. Some look like they were built in the......