Best Adviserconnect Apps

Sedgwick Executive Risk Forum

by Sedgwick Claims Management Services, Inc.

Free

This event app connects risk management and insurance leaders to discuss future industry trends, including AI, technology, and evolving risk landscapes. Engage in forward-looking discussions, collaborate with experts, and plan strategies for the coming year.

Guidewire Events

by Guidewire Software

Free

Connect with attendees, build your event schedule, and network with sponsors at official industry gatherings. Discover sessions and engage with industry leaders.

EXE Client Portal

Access valuation & documents

Free

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

GFI Tevah

More than financial technology

Free

This mobile platform provides authorized business partners with essential company information, performance insights, and resources. It offers a business dashboard, progress tracking, and quick access to company updates and tools.

Zocks

by Zocks Communications, Inc.

Free

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

Senior Life Scout

by Senior Life Insurance Company

Free

This app automates the recruitment process for insurance agents. It handles initial contact, ongoing communication, and guides potential recruits through contracting and licensing. Streamline your hiring with automated messaging and campaign management.

NorthAmerican+

North American annuities

Free

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.

Slant CRM

AI-native CRM for advisors

Free

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

NLG Agents

Your business on the go

Free

Manage your business and client information on the go. Track cases, commissions, and client policy details. Generate quotes quickly and manage new business applications from anywhere.

Broker 360

by BROKER 360 LLC

Free

This CRM app provides insurance agents with tools to manage sales and teams. It offers a comprehensive suite to enhance the sales experience and streamline operations.

CurrentClient

For business professionals

Free

A modern communication platform designed for business professionals, offering team chat, calendar integration, and advanced calling features. It streamlines client interactions with features like scheduled messages, AI call summaries, and CRM synchronization.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. Features include secure login, contact management, task organization, and calendar integration. Stay updated on your practice with a streamlined interface designed for financial advisors.

Axis Max Life Insurance

Insurance, Savings, Wellness

Free

Manage your life insurance policies, make payments, and explore new plans. Track your wellness goals and receive personalized offers. Get quick answers to your queries via AI bot or live chat.

iConnections LLC

The Alts Industry Network

Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling video meetings, sharing documents, and tracking interactions to improve investment strategies globally.