AOA Financial Network
AgencyDesk
Agencydesk has 2 distinct formats. A traditional web based portal www.myagencydesk.com and a "UtilityPak" version. (www.agencydesksuite.com) The myagencydesk.com version was designed to support our member Agencies that are in our Network. It is Free of charge as long as they are an active agent. Agencies would much prefer to have a "branded" website so that their agents are controlled and they can filter the information and carriers that they are exposed to. We can brand the full web-based portal or Agencydesk Suite. The pricing is as follows:
Agencydesk Branded Website (Full portal or Utilitypak verson)
Whats included:
AnnuityScan - the Industry's most advanced Annuity Product search technology to quickly find a suitable product for your clients
Lifetime Income Strategy - LIS is a laddering model designed for clients needing both Income Distribution & Asset Accumulation
Hypothetical Indexed Presentations to backtest carriers' indexed annuity products - Now with side by side comparisons!
EIA Account Allocation A strategic approach to Asset Allocation using indexed annuities that analyzes annuities for risk tolerance
Automated Online Contracting*- a web-based intelligent interview process that provides flawless agent contracting. Populate carrier
required forms, bundle forms with licenses, errors and omissions coverage, background information and transmit agent and distributor data. Redundant and inefficient paper based activities are eliminated, and human workload and errors are minimized
Point and Click Access from full color client brochures to everything needed to write the sale!
Powerful Calculators to assist in financial analysis and point of sale presentations
PowerPoint Seminar Presentations that can be used for your next seminar
Online Marketing Software* - program that puts your marketing, sales, and client management on autopilot. The ultimate drip marketing solution!
Online Debt Elimination* and financial management tool
Advisors CRM* - a web based program that provides policy administration, sales management and a CRM solution for insurance Agents, Agencies and Brokerages including the ability to easily manage several hierarchies, many levels deep!
Desktop Sharing* - Show your computer desktop virtually to train, make presentations to prospects, web conferencing. Enjoy your effectiveness and accelerate your phone prospect's 'AHAA! I get it' experience. Watch your relationships grow as your clients choose your advice faster."This is like 'Go To' on steroids!"
Agencydesk has 2 distinct formats. A traditional web based portal www.myagencydesk.com and a "UtilityPak" version. (www.agencydesksuite.com) The myagencydesk.com version was designed to support our member Agencies that are in our Network. It is Free of charge as long as they are an active agent. Agencies would much prefer to have a "branded" website so that their agents are controlled and they can filter the information and carriers that they are exposed to. We can brand the full web-based portal or Agencydesk Suite. The pricing is as follows:
Agencydesk Branded Website (Full portal or Utilitypak verson)
Whats included:
AnnuityScan - the Industry's most advanced Annuity Product search technology to quickly find a suitable product for your clients
Lifetime Income Strategy - LIS is a laddering model designed for clients needing both Income Distribution & Asset Accumulation
Hypothetical Indexed Presentations to backtest carriers' indexed annuity products - Now with side by side comparisons!
EIA Account Allocation A strategic approach to Asset Allocation using indexed annuities that analyzes annuities for risk tolerance
Automated Online Contracting*- a web-based intelligent interview process that provides flawless agent contracting. Populate carrier
required forms, bundle forms with licenses, errors and omissions coverage, background information and transmit agent and distributor data. Redundant and inefficient paper based activities are eliminated, and human workload and errors are minimized
Point and Click Access from full color client brochures to everything needed to write the sale!
Powerful Calculators to assist in financial analysis and point of sale presentations
PowerPoint Seminar Presentations that can be used for your next seminar
Online Marketing Software* - program that puts your marketing, sales, and client management on autopilot. The ultimate drip marketing solution!
Online Debt Elimination* and financial management tool
Advisors CRM* - a web based program that provides policy administration, sales management and a CRM solution for insurance Agents, Agencies and Brokerages including the ability to easily manage several hierarchies, many levels deep!
Desktop Sharing* - Show your computer desktop virtually to train, make presentations to prospects, web conferencing. Enjoy your effectiveness and accelerate your phone prospect's 'AHAA! I get it' experience. Watch your relationships grow as your clients choose your advice faster."This is like 'Go To' on steroids!"
