The way insurance is sold and processed is changing. Fully digital applications. More efficient underwriting. Products designed for today's environment. But the foundation remains the same: helping clients get coverage. And that's where we saw opportunity. We’re developing industry-leading tools to make you more efficient — to enhance our relationship, not to replace it. You may not be physically across the table every time, but we'll help it feel like you are.
Ash is my go-to for industry-leading products and services, and the website is an absolute deal-sealer. The process of submitting paperwork, finding training and writing business is extremely efficient. I haven't been presented with an interface as streamlined as Ash’s. Thank you all for making my job easier.
Identify your client’s best journey from start to finish, all on one simple electronic platform. Ash Express allows you to move from quoting to submission in minutes, with higher approval and placement rates. Your life insurance sales are about to take off.
A better experience for managing your clients' in-force policies. With regular feeds from insurance carriers, you can be confident you are seeing the most up-to-date information and get policy changes such as a lapse or client death in a single dashboard.
The best planning software for delivering holistic financial advice. Show your clients what retirement will look like on their current path and the changes they can make to improve their chances of getting through retirement without running out of money.
Predict the future or plan to the past - either way, you can calculate fixed indexed annuity performance. Set options like cap and participation rate, long- and short-term capital gains rate, fees and inflation, and see how your options stack up.
I had a client who is a respiratory therapist. He’s in great health and he left Indiana for NYC during the pandemic to help with relief efforts. He wanted to increase his coverage before traveling. With Ash Express, he was able to get coverage put in force within a week and a half.
A digital workflow is table stakes for any agency, but yeah, we've got it. After logging into the Advisor Portal, you’ll find everything you need to serve your clients and run your business, your way.