Some Adviser’s practices are diverse and may not focus on securitized investments. AFA’s Adviser Net is a sophisticated point of sale tool that is intuitive and easy to use.
The program is a cloud based turn-key alternative to the traditional paper application process still used at most firms. Through a simple and short client objective questionnaire you are able to confidently place a your client in an appropriate product solution The portal is an intuitive environment that was engineered for ease of use and enable one visit closes. There is a single access point to all functions needed to engender growth in an advisor’s practice.
Additionally, we provide:
- Compliance approved just in time marketing
- Assist in practice growth programs
- Experienced live support
- Dedicated onboarding team and relationship manager
- Flexible performance reporting to meet client needs
- Autonomy in your insurance practice