Advisors/Agencies - Introduction

The Advisor/Agency module stores and tracks detailed information about advisors, advisors' state licenses, continuing education, compliance coverage information, contracting/appointments and production. It also maintains additional agency-defined advisor requirements.

Select a topic below for more information:

• User Setup
• Searching for Advisors/Agencies
• Viewing and Editing Advisor/Agency Information
• Creating Advisors/Agencies
• Presale Activities/Proposals
• Advisor Requests
• Case Status
• Carbon Copy List
• Production Dashboard
• Other Advisor and Agency Management Features
• SmartView for Advisors

Watch related training movies: Advisors \& Agencies Course