Best The Plexus Groupe Apps

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.

National Life Group

Your policy on the go.

Free

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.

USICG

by USI Holdings Corporation

Free

Access essential insurance brokerage and consulting information on the go. This app provides quick access to resources and professionals from a leading national firm, ensuring you have support wherever you are.

Private Client Services

Client portal

Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

WFG 365

by World Financial Group, Inc.

Free

This app provides licensed agents with real-time access to their key business performance metrics. It allows for quick and easy monitoring of important data anytime, anywhere, directly from their mobile device.

Alight Mobile

Get your benefits on the go.

Free

Manage your employer-provided benefits, including health, retirement, and payroll, from your mobile device. Access personal benefit information, find healthcare providers, and review your financial plans. Get support and explore resources related to your benefits all in one convenient app.

Agencyzoom

Automate your insurance agency

Free

Manage your insurance agency remotely. Track leads, monitor sales performance, organize daily tasks, and access customer policy information from your phone. Stay productive whether you're in transit or on vacation.

LewerMark Insurance

by LEWER

Free

Manage your insurance benefits on the go. Access your ID card, track claims, update your profile, and connect with support. Stay informed about your coverage with convenient tools.

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.

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.

The Retirement Planning Group

by THE RETIREMENT PLANNING GROUP, INC.

Free

This finance app allows clients to monitor investment performance, account balances, and income. Users can securely upload and download documents, link external accounts for a complete net worth overview, and communicate directly with their advisor.

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.

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.