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Advisors Command

Bringing you a commanding competitive advantage.

Advisor Excel’s proprietary client relationship management system features everything you’d expect from a leading sales CRM platform — and much more.

Integrated right into the platform is the AE database, giving producers real-time updates on new business, licensing and contracting, marketing, commissions, AE events and AE Creative projects.

Advisors Command also feeds fixed index annuity data directly from carriers, including new business statuses, in-force updates and values and commissions data. Additional features influenced directly by AE producers include:

  • Customized logins for each employee with specific permissions and dashboards tailored to their needs
  • Ability to sync with Outlook and add notes so all staff can be aware of recent client activity
  • Alerts to potential sales opportunities clearly lined to the prospect/client
  • Ability to track everything from return on investment on marketing campaigns to steps in the sales process

Advisors Excel

Annuity Marketing
Life Marketing
iAdvisor

Headquarters

2950 SW McClure Rd
Topeka, KS 66614
866.363.9595
For financial professional use only – not intended for use by the general public.
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