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ExpertOffice offers convenient tools for Agents appointed with American National for life and annuity business its your electronic briefcase.

ExpertOffice Screenshots

ExpertOffice Editor's review

ExpertOffice offers convenient tools for Agents appointed with American National for life and annuity business its 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).

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