Subscribe to our newsletter:

ExpertOffice

Free
iPad
Genres:
  • Business
  • Productivity
I want this app
Download from AppStore

ExpertOffice offers convenient tools for Agents appointed with American National for life and annuity business – it’s your electronic briefcase. The tools developed within this native app give the agent the ability to manage their business.

The tools include –

ExpertApp - submit electronic life policies
ExpertScan - submit requirements for pending life and annuity cases.
ExpertIllustrator - illustrate life products sold through American National.
ExpertForms – a forms utility to allow forms to be downloaded by product and state.
New Business – track new business status of pending applications
Inforce Inquiry – track inforce values of inforce policies
ExpertReports – pull reports (commission, annual statements, etc) and correspondence (letters for your clients).