Click the mouse and dial the phone from inside Advisors Assistant. This new enhancement not only saves time and improves accuracy, but it date and time stamps the call with the user's name and keeps track of how long the call took.
Read Press ReleaseThis new interface between Advisors Assistant and MacroRisk Analytics - the premier management platform for advisors - will allow advisors to easily transfer their client accounts from their Advisors Assistant database to MacroRisk Analytics.
Read Press ReleaseELM GROVE, WI, January 6, 2010 -- Craig J. Davidson, CEBS, shares his sales tips with insurance brokers in this month's issue of Employee Benefit Adviser. Each month Davidson shares his insurance sales expertise with brokers in his Sales and Techno
Read Press ReleaseDavidson shares his insight on increasing commissions in the Insurance business and E-marketing to remote buyers.
ELM GROVE, WI, October 7, 2009-- Craig J. Davidson, CEBS, shares his sales tips with Insurance Brokers in this months issue of Employee