updated 9-22-17 with four new instructional videos
My first job out of college was working for John Hancock Life Insurance. I must confess, it was not my thing. If it was, I would most likely be using Act 4 Wealth, a tool for the financial services industry to help you simplify your work within Act.
Because of the fact that I do not work with a lot of financial advisors and insurance professionals, I decided to reach out to the makers of Act 4 Wealth to ask them pointed questions about the software and what it does. The first question I asked is what are the main benefits of this software from the point of view of someone in that industry, a financial professional. This is what they told me:
- Within act, Act 4 Wealth will help you keep track of renewals and maturity dates for whichever carrier you work with, as well as when working with multiple carriers.
- Compliance. This software helps you manage compliance requirements.
- Act 4 Wealth helps you track the services offered to your clients
- It also simplifies the repetitive nature of your business
Here are some videos that explain this Act add-on:
Simplified Address Labels
Simplified Mailings with Household Greeting Update for Spouses
Whiteboard for Recording Information
If you would like to learn more about the software, reach out to me and I will arrange a one-on-one demo with an Act 4 Wealth expert. Thank you.
To Learn More Visit: http://keystroke.ca/apps/act-verticals-menu/act4wealth
Originally posted 2017-02-10 12:21:48.