The financial needs analysis application that turns compliance into business opportunities!
REPman FNA is a front-office software deploying Windows Graphical User Interface (GUI).
REPman FNA is designed to collect all customer data to produce an individual or joint financial needs analysis. The needs of survivors (life), the living benefits (disability, critical illness, long-term care) and retirement needs are addressed. Refinancing module is also available for the advisors to offer solutions for reconciliation or mortgage refinancing.
REPman FNA is available for $ 39 / month.
Your virtual assistant to manage and develop your customer relationship.
REPman ACTION is a front-office software specialized in customer relationship management (CRM). It has been specially designed to guide the advisor to its business opportunities in lifeinsurance.
Dedicated to financial services, REPman ACTION facilitates the management of the two pillars of the customer relationship: ease customer segmentation and ensure a consistent and automated relationship with each client.
REPman ACTION is available in 3 versions
The major difference between these versions is the sharing of data for teamwork. This feature is available with PRO and Assistant versions.
All versions of REPman ACTION include training, technical support and the REPman NFA software.
Each REPman ACTION connection paid by the advisor to the AGEman OFFICE system generates to the agency a $ 10 credit per month directly on his statement. It is also possible for the agency to opt for a corporate license.
For details you can contact our technical support.
The software solution dedicated to operation management of life insurance agencies.
AGEman OFFICE is a back-office software deploying Windows Graphical User Interface (GUI). The architecture of the database clients (CRM) is the same as its corresponding front-office piece, the software REPman ACTION. AGEman OFFICE is specially designed for the management of insurance applications and service on inforce business.
The monthly rental price is calculated according to the volume of applications and is adjusted according to the effective volume every quarter.
Base price: $ 699 / month
Volume adjustment for the first 100 applications: $ 14 / month per application
Volume adjustment in addition to the 101th application: $ 3 / month per application
Base price: $ 399 / month
Volume Adjustment: $ 0.70 / month per application
Adjusting disk space: $ 1 per GB / month (from July 2014)
AGEman Office in a few clicks of the mouse, wherever you are in the world!
AGEman Portal is a one-stop internet window for advisors. This is literally the web interface AGEman OFFICE for advisors.
Advisors will find their pending applications with details of follow-up and underwriting requirements. Information about the process is transparent and allows the monitoring of actions and decisions of all stakeholders in the file: agency, insurer, paramedical firm and advisor.
AGEman Portal is a complimentary service of AGEman Office.
Access to Portal
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