Fill Forms or Gather Assets?
Spend time doing what you do best — helping clients plan to live the life they want — and leave the paperwork to us. Clarke has two efficient application tools designed to help you save time, so you can spend time gathering assets.
- AnnuityNetTM is our automated, annuity application tool. Located within your Advisor Portal dashboard, it is exclusively available to Clarke Select and Clarke Comprehensive customers. After answering a few questions about your client, AnnuityNetTM automatically generates all of the required forms for good order saving you lots of time. Your efficiency is further maximized since you only enter client data once. AnnuityNetTM conveniently maps annuitant information to every form. Savvy advisors like yourself, fill out forms in advance of sales presentations. If the pitch goes well, they gather a wet signature and celebrate another sale. You can also modify data and print it in a snap. Application data is retained for up to ten days and accessible from your mobile device.
- AssureXpressTM is our one-click source for a variety of insurance quotes, including term, universal, and health. Like AnnuityNetTM, it allows you to complete application forms online, and in some instances submit the application with a digital signature. It has all of the other bells and whistles like data mapping and required forms.
To learn more about AnnuityNetTM or AssureXpressTM view our step-by-step webinars online via The Clarke School. Advisors with login access may contact our home office for additional support. Call 844.CFG.PLAN (844.234.7526) and let us show you how to increase your business efficiency with AnnuityNetTM and AssureXpressTM.