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ExpertOffice About

ExpertOffice Specifications
Version:
1.4
Date added:
June 14, 2019
Date released:
June 10, 2019
Price:
Free
Operating system:
iOS,
Downloads last week:
203
Additional Requirements
Requires iOS 6.0 or later. Compatible with iPad.

ExpertOffice v1.4

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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