Insurance Tracking Webinar
Learn to track any type of policy from any company, both individual and group policies, with Advisors Assistant.
The latest version of Advisors Assistant is used for all Webinars.
All Webinars are FREE - if your computer can not play sound through speakers or a headset you just pay for a phone call.
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 FlexFields
- Adding Policy Riders
- Adding Underwriting Actions and Follow-ups
- Printing Insurance Reports including Underwriting Reports
View a previously recorded Webinar:
Visit the Webinar Schedule page to register for an Advisors Assistant Webinar Today!
Problems with this web site should be emailed to the Webmaster
Copyright 1999– 2006, Client Marketing Systems, Inc.