Agent Software

AGENT SALES AND MARKETING SOFTWARE

LEarn about Assessbest
The Premiere 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 at 1-877-844-0900 if you have any questions about how to use our agent software.

MAKE DAILY BUSINESS ACTIVITIES EASIER, FASTER, and EFFICIENT

ASSESSBEST ... THE PREMIERE Compliance 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.

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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.

CONTRACT TODAY

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.

USE OUR PRODUCT SEARCH AND QUOTES

Form Search

Search forms by:

State
Carrier
Product Type
Product Name

USE OUR FORM SEARCHES

WANT TO USE OUR AGENT SOFTWARE?
(Book an appointing using our calendar)

Learn More About:

MARKETING PROGRAM

LEAD GENERATION

WEBSITE DEVELOPMENT

CONTACT INFORMATION:
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Toll-Free: 1-877-844-0900 | Fax: 317-844-4422

Book an appointment now

QUICK LINKS:

Marketing & Tools:
Product Searches
Marketing Programs
Lead Programs
Agent Software
Creative Services

Agent Training:
Training Videos
Recorded Webinars
Agent Guides
White Papers

Members Only:
Online Contracting
Agent Training
Product Training
Safe Money Places Marketing Kit
Business Resources

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS
The Ohlson Group, Inc. provides links from its website to various third party sites which may enable you to obtain locations and information outside of The Ohlson Group's control. The Ohlson Group, Inc. neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group, Inc. does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.

CLAIMS OF COPYRIGHT INFRINGEMENT
The Digital Millennium Copyright Act of 1998, as amended, (the "DMCA") provides recourse for copyright owners who believe that material appearing on the Internet infringes their rights under U.S. copyright law. If you believe in good faith that materials we host infringe your copyright, you (or your agent) may send us a notice requesting that we remove the material or block access to it. If you believe in good faith that someone has wrongly filed a notice of copyright infringement against you, the DMCA permits you to send us a counter-notice. Notices and counter-notices must meet the then-current statutory requirements imposed by the DMCA; see http://www.loc.gov/copyright/ for details. Notices and counter-notices should be sent to info@ohlsongroup.com. The Ohlson Group, Inc., (877) 844-0900. We suggest that you consult your legal advisor before filing a notice or counter-notice. Also, please be aware that there are penalties for false claims under the DMCA.

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