Best MDRT EDGE alternatives: apps like MDRT EDGE

NAIFA Advocacy

by Convergence LLC

Free

This app serves as a central hub for members to access meeting information and legislative agendas. It offers features like member profiles, briefing documents, and office directions, with offline functionality for convenience.

Agency Basics

by AgencyX-rays, LLC

Free

This app offers insurance agency owners and their teams valuable resources, including expert insights, a searchable library of past teachings, essential documents, and presentation content. It also provides access to weekly calls and event registration.

Focal | Secure AI for Advisors

Beyond Advisor AI Note-taking

Free

This AI-powered tool automatically takes notes during client meetings for financial advisors and compliance professionals. It generates transcriptions, summaries, agendas, and extracts tasks, while also syncing data with CRMs and aiding in compliance recordkeeping.

Prime Scan: PDF Scanner

Camera, Photo, Sign & OCR

Free

Transform your device into a powerful document scanner. Capture, sign, merge, and compress files locally for ultimate privacy. Offers smart scanning features, PDF tools, and organized file management.