In these times of self-serve insurance sales over the internet, the professional life insurance agent needs to differentiate themselves through service and professionalism. The e-lifecycle toolset takes the process of needs-based insurance sales to the next level. The e-lifecycle toolkit guides producers through the complex needs based analysis and illustration scenarios, defining the needs for their clients and produces a professional presentation for their clients. The overall tool set includes inforce policy status and values, case management tools, medical requirement tracking, e-mail tracking, contract and licensing and an array of tailored reports and graphs.
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