Your Insurance Office has it all.
Designed by L&H agents for L&H Agents.
Powerful, Easy-to-Use, Affordable. Totally FREE Phone Support.
Enter Personal Appointments and Tasks in the Calendar. (Syncs to PDA)
Sync selected Client and Prospect data to a PDA.
Date/Time stamp on new entries made in the Comment box.
Change names of User Defined Fields (UDF).
Sold Policies report in Bar Graph format.
Annualized Premium Report.
Easily send letters to groups of Clients and Prospects.
We will import the data from the program you are currently using to
YIO for FREE.

Your Insurance Office Download

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SunGard Insurance WorkStation guides a sales presentation by providing the theory, analysis and recommendations used to identify a clients needs. Presentation results feed directly into the illustration component, which provides the numbers, narrative, graphs, compliant illustration, and the electronic application all in real time! The systems intuitive screens and narrative are designed specifically to assist the new user or prospect. The graphic charts and professional quality reports satisfy the demands of todays experienced advisor and exacting client.

SunGard Insurance Workstation Download

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