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This free finance app allows users to run quotes for life insurance policies with built-in living benefits. It provides a proven sales system, marketing tools, and training resources for insurance professionals.
Securely access and manage your life insurance and annuity policies from your mobile device. View policy details, make payments, set up autopay, and track transactions. Stay connected with agent contact information and receive important alerts.
Manage insurance applications and client information on the go. Access new business cases, track in-force activity, and get quick quotes for term life insurance. Stay updated with client milestones and customize notifications for effective business management.