A Multi-Carrier Annuity Sales Platform

Enhancing your sales from start to finish.

AdviseRight is a new technology platform that will enhance and document every part of your sales process:

  1. Needs Determination Wizard -  This (optional) Fact Finder will help you collect your client's information pertaining to their financial situation, risk tolerance and goals.  The info will be saved to ensure every step of the sales process is thoroughly documented.
  2. Product Suggestions - The system will suggest suitable products based on the answers gathered during the needs determination.
  3. Electronic Applications - select a product and the E-Application will instantly load, already pre-populated with the client info you collected during the needs determination.  Fill in the remaining required fields, click submit, and the app will get transmitted directly to the carrier.  Dozens of carriers are supported.
  4. CRM Integration - AdviseRight® integrates with Less Annoying CRM, helping you speed up the data entry process.  CLICK HERE to sign up for this award-winning CRM.

AdviseRight® is available at NO COST, exclusively to the agents and advisors of Western Marketing.

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Contact info

Tel  800-852-7152 

Fax  888-507-1861

318 W Huron St

Missouri Valley, IA  51555

Business hours

Monday         8:00 - 5:00

Tuesday         7:30 - 5:00

Wednesday   7:30 - 5:00

Thursday       7:30 - 5:00

Friday             7:30 - 3:00

* all times are Central

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The information on this site is for licensed insurance agents and brokers only. If you are not an insurance professional, please do not rely on this information. Instead, refer questions to a licensed insurance professional. This material has been prepared for informational purposes only and should not be relied upon for accounting, legal, tax or investment advice. Some programs are not available in all states.