Insurance Advisors

WealthBook gives insurance professionals powerful client service and referral generation in an integrated, secure online platform.

Generate Referrals

• Gain visibility into which other advisor types your clients may be missing so you can make a recommendation
• Make appropriate recommendations when your clients lack insurance solutions—WealthBook creates opportunities to sell diversified products
• Gain the ability to network across and through your client base
• Make new contacts through introductions, and enlarge your circle of influence
• Build client loyalty and strengthen relationships with better communication

Enhance Client Service

• Efficiently manage client policy requirements and renewals
• Get more involved in your clients’ short and long term strategies, and make recommendations for additional products and services
• Offer a secure, electronic vault for clients' critical content

Work Together

With your policyholders’ important documents in WealthBook’s secure eVault, you can save time by streamlining time-consuming processes