AGENT SALES AND MARKETING SOFTWARE

LEARN ABOUT AssessBEST... THE DOL COMPLIANCE & SALES SOFTWARE >>
WE EMBRACE TECHNOLOGY
It is very important for independent advisors to embrace modern technologies in order to stay competitive and to offer their clients and prospects the best service possible.

​We've selected to work with companies that offer great agent software that is very easy-to-use and provides you many benefits. 

We know that learning new technology and software can be a little overwhelming. Our marketers and affiliates will make sure you have a firm grasp on how to use all of our agent software. 

Please call us today if you have any questions about how to use our free agent software at 1-877-844-0900. 

MAKE your DAILY BUSINESS ACTIVITIES EASIER, FASTER, & EFFICIENT

ASSESSBEST ... THE PREMIERE DOL COMPLIANT AND SALES MAKER

AssessBEST is the industry’s most innovative sales and compliance system. AssessBEST delivers a streamlined, easy-to-use platform at a low annual cost to the advisor.

This revolutionary platform was developed by experts in the independent marketing channel and fiduciary and suitability expert Kim O'Brien to give agents the freedom to stay independent, meet ongoing regulatory requirements, sell more effectively and, most importantly, do the right thing for Americans.

Online Contracting

  • Faster Contracting Process
  • Secure Access to Documents
  • Eliminate Delays
  • Encrypted Security Features
  • Become Instantly Contracted with multiple carriers
  • Get 20 Free Safe Money Places Brochures for signing up.

Product and Quote Searches

We want to provide you with all of the necessary product search engines, quoting tools, and form searches to make finding the perfect product as easy as possible. We only want the best products for you and your clients.

Form Search

Search forms by:
  • State
  • Carrier
  • Product Type
  • Product Name
WANT TO USE OUR AGENT SOFTWARE?
(Book an appointing using our calendar)

Learn More About: 

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​MARKETING PROGRAM
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​LEAD GENERATION
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​WEBSITE DEVELOPMENT