Advisors Command Information Guide

Features and Benefits

What is Advisors Command?

Advisors Command is a business and data management system designed specifically for insurance agents and financial professionals. It is powered by Salesforce, one of the nation's leading Customer Relationship Management (CRM) platforms for financial professionals.

Core Features and Benefits

1. Centralized Business Data

  • Advisors Command brings all your production together in one place.
  • The system can receive data feeds from carriers and custodians, enabling you to view annuities, life insurance, and assets under management (AUM) in a single location.

2. Efficient Onboarding

  • Transitioning to Advisors Command typically takes just a few months, which is faster than the industry average.

3. Reduce Paperwork

  • The system helps you organize and manage client information and required paperwork, reducing manual processes.

4. Client and Task Management

  • Track every interaction with clients, get reminders for birthdays and reviews, and monitor open tasks.
  • Keep all client data, notes, and documents in one secure and accessible place.

5. Sales and Performance Monitoring

  • Monitor the status of sales opportunities, prospects, and workflow across your business.
  • Analyze closing rates by advisor, office profitability, and generate reports for more informed decision-making.

6. Data Security and Compliance

  • Advisors Command uses advanced encryption to help protect sensitive client information.
  • The system adheres to widely accepted compliance standards.

Who Uses Advisors Command?

Advisors Command is built for insurance agents and financial professionals who want to streamline business processes, stay organized, and manage customer relationships efficiently.

FEARLESS. ADVENTUROUS. TENACIOUS.