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Client Management Tools | Member Benefits | NAIFA
Member Benefits Preferred Providers Program

Client Management, Sales & Marketing Tools

Successfully managing your own business requires the assistance of companies and suppliers who know your business and are interested in your success. Take advantage of these NAIFA Preferred Providers to grow your practice.

Explore this section to learn about the many programs and value-added services that can help to protect and grow your business.

Advisors Assistant • Advisys • Basic Guru • Salesgenie.com • Simplified Training Solutions • TASC

Advisors Assistant

Contact Management, Insurance Management, and Portfolio Management In One Powerful Program

Advisors Assistant, written specifically for the financial services industry,  has been developed over the past 24 years by listening to input from industry leaders and providing them with what they need to stay at the top of their game.

With Advisors Assistant, you will be able to track so many different types of information about your clients and prospects that you’ll have plenty of opportunities to contact them to build rapport.  And Advisors Assistant merges so easily with Microsoft Word and Outlook that you’ll be sending quick emails and mailings in no time.

You’ll also be able to track the products you sell to each client and have everything at your fingertips in one program.  No more running to the file cabinet or Internet when a client calls.

NAIFA Members save 10%. Free Demo Disk available. Free 1-800 telephone support and training webinars. For more information, call 800-799-4267 or visit www.AdvisorsAssistant.com.

Advisys

The Back Room Technician, Sales Edition, is Everything You Need to Sell More Effectively

NAIFA and Advisys®, Inc.(formerly Kettley Publishing), are very pleased to make the nationally recognized, premier sales support resource, Back Room Technician® — Sales Edition (BRT/SE), available to NAIFA members at a very special price.

BACK ROOM TECHNICIAN®
Back Room Technician (BRT), powered by Advisys (formerly Kettley Publishing), is the leading needs analysis, client presentation and education software. Designed to help you promote productivity, increase sales, acquire and retain clients, BRT is user friendly and results driven. Key features include:

For more information, please visit www.advisys.com/sponsors/naifa or call 1-800-777-3162 and dial option 2. An Advisys customer support/sales team member will answer any questions and get you "up and running" in no time. Don't forget to mention you are a NAIFA Member.

Free Advisys Live! training is available to all NAIFA representatives as well as a 60-day Money Back Guarantee that makes sure you feel comfortable while getting acclimated with the software!

Download the Advisys Back Room Technician flyer

Basic Guru

Increase employee retention, keep employers compliant and communicate benefit information 

BASIC Guru is the premier tool for small group life and health agents who want to differentiate their agency from their competitors proactively.  Insurance agents find tremendous value in our agency management system, while employers find value in our online tools that help increase employee retention, keep employers compliant with complex HR issues, and communicate benefit information with employees.

Agents can access all their records, store carrier benefit plans, track their book of business, and create reports for summary of benefits and commission

Employers can access all their benefit data including summary of benefits, network options and plan costs. They can also use BASIC Guru to store HR forms and documents that they would like to share with employees.  Create benefit statements for employees at no cost.  Employers can even use BASIC Guru as their own company Intranet, access all their benefit data including summary of benefits, view network options and HR communications through BASIC Guru.  

An agent with BASIC Guru is going the extra mile to provide exceptional customer service.  Don’t settle, expect the best!

NAIFA Members save 13 % off the standard price. Free weekly demos are available. Please visit us at https://www.basiconline.com/agents/services/BASIC_Guru/naifa/ or contact Bret Spinks at 888-624-4878. Be sure to mention you are a NAIFA Member.

Salesgenie

Salesgenie.com - Targeted Lead Generation Service

Salesgenie.com is the leading provider in targeted lead generation for sales professionals. It’s the only service that lets you zero in on more prospects like your best customers. Our advanced filtering, mapping and scoring capabilities allows users to spend more time selling and less time searching for leads. Salesgenie is available on demand, from your laptop or mobile device, and is integrated with popular CRM systems.

Salesgenie speeds the process of connecting with precisely the right contact every time, freeing up more time to work with those prospects currently within the sales cycle (or alternatively to identify even more high quality prospects to engage with.)

Salesgenie enables sales people to connect with every prospect at precisely the right time, and easily stay engaged with them. Equally important is the ability to identify potential ‘red flags’ on a prospects account well in advance – such as risks associated with their credit worthiness before getting too far into the sales cycle.

By using Salesgenie to find highly targeted sales leads, sales professionals spend their time on fewer (yet better) opportunities each day. This allows more time to focus on the specific needs of each client, adding greater value throughout each prospects’ buying cycle.

NAIFA Members can also take advantage of Salesgenie.com’s Productivity Tools including New Leads Alerts and Salesgenie.com Mobile.

As a NAIFA Member, you receive a significant discount off the monthly and annual prepaid plan option. For additional information, please visit www.salesgenie.com/naifa or call 866-872-8079. Don’t forget to mention you are a NAIFA Member!

Simplified Training Solutions has delivered training and communications materials for employer associations, third party administrators, CPAs and financial advisors, state societies, national physicians associations, specialty groups, long term care facilities, and health information management organizations to meet federally mandated compliance regulations. When creating training products, they collaborate with prominent health law and business attorneys and e-health consultants so you can feel sure the materials they offer will be accurate. Your success is their primary goal.

NAIFA Members are eligible for 10% off all products, including the HIPAA Privacy/Security and HITECH Tool Kit for Agents, Brokers and Consultants”. Call 1 800-344-6381 and mention "NAIFA09" to receive your 10% member discount. For more information about Simplified Training Solutions, please visit www.simplifiedtraining.com.

TASC (Total Administrative Services Corporation) provides complete third-party administrative services for nationally known products and services, including tax saving services such as AgriPlan and BizPlan (Section 105), and planning services such as RetirEez (Ind 401k) and LEGACYguard for your Estate Planning needs.

With the help of a conscientious agent or broker – supported by TASC’s products and services – small and medium-sized companies can offer benefits like those once reserved for the largest of employers only. TASC delivers the best mix of superior products and services to complement the plans you recommend to your Clients, including:

Want to become a TASC Provider? Contact us at 1-800-422-4661 and ask for Provider Services, or e-mail us at sales@tasconline.com. Be sure to mention you are a NAIFA Member!