Aplifi Webcast Center
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Policy Box Demonstration: Every Tuesday - 3:00 PM EST
In this free 60-minute Webcast, Aplifi will outline the top requirements for ePolicy Delivery and explain how this cost effective solution can quickly and easily fit into your business. The presentation will include a solution demonstration that will highlight how to:
- Cross sell and up sell capabilities based on pre-determined underwriting
- Manage multiple workflows in a single platform
- Increase close rates using a Web-based, zero-download, click-to-sign ePolicy delivery platform
- Enforce compliance requirements by configuring business rules
- Maintain brand equity with logos, supplemental documents, and custom pages
- Capture of secure electronic evidence
AFFIRM for Life Demonstration: Every Wednesday - 3:00 PM EST
AFFIRM for Life is quickly becoming the standard choice in electronic life applications for broker dealers, banks, and both career and independent distribution. This free 60-minute webcast will show you how a flexible and easy to use eApplication will dramatically increase your business while decreasing cost. The presentation will include a short demonstration highlighting:
- Both a drop the ticket and full application collection
- Why your brand is important and how to maintain it with an eApp
- How you can control your own workflow
- Why compliance departments love AFFIRM and how we make it easy on your producers and advisors
AFFIRM for Annuities Demonstration: Every Thursday - 3:00 PM EST
AFFIRM for Annuities is one of the industry's leading compliance based annuity entry platforms. This easy to use platform allows carriers to maintain their own products while providing distributors the ability to manage workflow and compliance related needs. Join us for a 60-minute webcast to learn more.
- See for yourself how easy an electronic annuity order can be placed
- Manage your own workflow and review queues
- Create your own suitability questions – down to the product level
- Learn how eSignature along with the annuity order can save time and money
