Best Acrisure New England Apps

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

(22)

New England Choice Mobile

by Afore Insurance Services, LLC

by Amerus Financial Group LLC

💼 Business

(0)

Amerus Insurance Group

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

Retirement plan managementCheck retirement balanceView investments

by Zocks Communications, Inc.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

North American annuities

Seamless agent experiencePre-sale to policy issueAnnuity sales support

This application streamlines the annuity sales process for agents. It offers a seamless experience from initial client engagement to policy issuance, designed specifically for those selling annuities from the North American Company.

View policies and pay bills

View policy documentsAccess insurance ID cardsPay bills and view history

Manage your insurance policies, access important documents, and make payments conveniently. This app allows policyholders to view policy details, pay bills, and request assistance on the go.

(22)

by HarborOne Mortgage, LLC

myHOME by Eastern Bank

Compare lending optionsReview personal affordabilitySpeed up documentation

Simplify the home buying or refinancing process with this tool. Compare lending options, review affordability, and speed up documentation delivery. Connect with a loan originator to explore mortgage solutions.

Corcoran Property Advisors

Luxury Real EstatePersonalized

Personalized real estate portalDirect advisor communicationCurated property listings

Access exclusive Massachusetts real estate listings and connect directly with experienced advisors. Refine your search with curated properties and efficient tools to find your dream home or sell your current one.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

From Safety Insurance

Pay billsReport claimsView insurance card

Manage your insurance policies and claims conveniently from your mobile device. Pay bills, report accidents, access insurance cards, and track claim history. Receive important alerts for payments and renewals.

🔧 Utilities

(55)

Venture, Real estate, Income

Fundrise: Invest in Alts

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

(38K)

Ameritas MyPlanConnection

by Ameritas Life Insurance Corp.

Origin Specialty Loss Control

(0)

by ORIGIN SPECIALTY UNDERWRITERS AGENCY LLC

Risk-reducing solutionsImproved operationsSpecialized safety practices

This business tool helps companies reduce risks and improve operations through specialized safety practices. It facilitates communication and feedback between insurance providers and clients, offering a streamlined way to manage loss control.

by EquiTrust Life Insurance Company

Annuity and life product informationNew business trackingCommission details

Access annuity and life product details, new business information, and commission data. Receive personalized alerts to enhance operational efficiency. Requires an active EquiTrust Agent Website login.

💼 Business

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