NorthAmerican+ vs quickCLIENT.ai

The NorthAmerican+ site is designed for agents that sell annuities issued by the North American Company. Download NorthAmerican+ to create a seamless agent experience from pre-sale through policy issue.

Remember every client—and the next step. quickCLIENT is a client CRM built for relationship-driven professionals. Capture what happened after a conversation, keep each relationship’s history together, and return to the next conversation with the context you need. CAPTURE WITHOUT THE ADMIN WORK Speak or type a quick recap after a call or meeting. quickCLIENT drafts a structured note for your review and can turn detected promises into proposed follow-ups. FIND IMPORTANT DETAILS FAST Search for a client by name or phone, review their history, or ask a question about their recorded notes and documents. Supported answers link back to their sources so you can verify the details. KEEP THE NEXT STEP VISIBLE Confirm follow-ups, see what is due, and identify relationships that may be going quiet. Your Book organizes clients by their recorded activity rather than requiring another status field to maintain. TRACK PROSPECTS AND REFERRALS Capture prospects through a personal QR page or business card and preserve how the relationship started. When an existing client makes an introduction, the new relationship stays connected to the person who referred them. OPTIONAL ADD-ONS Campaigns & Events Place a QR code on a flyer, sign, campaign, or event page. Review captured prospects before moving the right people into Client CRM, with their source attribution preserved. Field Walkthroughs Capture a property, job, or site visit with photos and narration. quickCLIENT organizes the material into a clean, shareable report connected to your client work. BUILT AROUND YOUR REVIEW AI-generated notes, follow-ups, summaries, and answers may be inaccurate. You remain in control and should review important information before relying on or sharing it. VOICE PRIVACY Audio is transmitted for transcription and is not retained by quickCLIENT after processing. The resulting text is saved to your workspace. YOUR DATA REMAINS YOURS Export supported workspace data and request account deletion from inside the app. Some limited records may be retained when required for security, fraud prevention, billing, or legal compliance. Start with Client CRM. Add Campaigns & Events or Field Walkthroughs when your work needs them. REQUIRES AN INTERNET CONNECTION quickCLIENT is a cloud-based app. Voice capture, transcription, AI features, and syncing your data require an active internet connection. Some functionality may be temporarily interrupted when you're offline or when a service we rely on is unavailable. Terms of Use (EULA): https://quickclient.ai/terms Privacy Policy: https://quickclient.ai/privacy