Insurance Tracking Webinar
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 Webinars.
Tracking Insurance with Advisors Assistant - 1 hour 30 minutes
- Tour of the Advisors Assistant Insurance View Screens
- Adding Master Policy Coverages
- Adding Insurance Policies
- Customizing Policy Flex Fields
- Adding Policy Riders
- Attaching Policy Forms
- Adding Underwriting Actions and Follow-ups
- Printing Insurance Reports including Underwriting Reports
The Webinars are FREE to current subscribers of Advisors Assistant. If your subscription is not current, the cost is $99 which can be applied to renewing your Advisors Assistant Update Subscription (one credit allowed.)
Call 800-799-4267 or 805-773-7981 to sign up for an Advisors Assistant Webinar Today!
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