Profitable

Transactional Efficiency and Productivity Enhancements

Harness the Power of AI and Machine Learning

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AdvisorConX optimizes workflows and operational efficiencies using artificial intelligence and advanced digital processes.

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Instantly capture and store your carrier and dealer documents with our SmartScan intake engine that utilizes cutting-edge machine learning technology.

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SmartScan is powerful, scalable and flexible with the ability to grow, learn and add new documents and formats as your business grows.

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Our innovative technology dramatically reduces costs, saves valuable time, increases your practice’s capacity and accelerates your services and transactions, while allowing you to focus more time and energy on your clients.

Eliminate Errors and Time-Consuming Tasks

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Stop wasting your time manually entering data, navigating multiple complex and costly systems or being limited to a narrow list of carriers and partners.

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Put an end to duplicate data entries, mistakes, menial manual processing and repetitive tasks.

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The Group Benefits renewal workflow module integrates vendor proposals and automates associated renewal tasks.

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Elevate your standard of service across your client base with the help of branded templates and forms, advanced client-facing analysis and presentation tools, personalized web portals and other sophisticated digital presentation options.

Scale your BUSINESS EFFICIENTLY

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Seamlessly integrate all your group benefits, individual insurance and wealth business into a single system

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All of your client, product, carrier, dealer, compliance and business information is logically organized and accessible in a well-structured, scalable system.

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AdvisorConX grows with you, helping you to cost effectively scale by making useful and logical connections across your data, efficiently automating processes, managing administrative and compliance tasks, reducing repetition and errors and helping you uncover and act on new opportunities.

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