Software Suite

Our software suite is designed and optimized so that all components can work together. However, software can be used each independently. So you have the option to choose from either of our solutions while retaining the possibility of using other products.

Summary

The financial needs analysis application that turns compliance into business opportunities!

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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.

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Fees

REPman FNA is available for $ 39 / month.

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Summary

Your virtual assistant to manage and  develop your customer relationship.

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REPman ACTION is 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.

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Fees

REPman ACTION is available in 3 versions

•Basic version at $ 49 / month including 2GB of disk space 
PRO version at $ 69 / month including 5GB of disk space 
Assistant version at $ 19 / month
* Disk space exceeding the package limit:  $ 2 / month / GB

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.

Corporate package

For details you can contact our technical support.

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Summary

The software solution dedicated to operation management of life insurance agencies.

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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.

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Fees

The monthly rental price is calculated according to the volume of applications and is adjusted according to the effective volume every quarter.

Rental

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

Hosting

Base price: $ 399 / month

Volume Adjustment: $ 0.70 / month per application

Adjusting disk space: $ 1 per GB / month (from July 2014)

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Summary

AGEman Office in a few clicks of the mouse, wherever you are in the world!

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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.

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Fees

AGEman Portal is a complimentary service of AGEman Office.

Access to Portal

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