Individual Policies

Most of us are in the business to sell insurance polices. Once we have sold a policy we must also provide the client with service. myFLEXplan allows to keep track of every policy, from every carrier in one place. You can get a quick snapshot of every policy held by a company or individual, even there are various types and several carriers.

myFLEXplan helps you keep track of:

  • Renewal Dates
  • Maturity Dates
  • Carrier Summaries

Here are some sample screenshots (place mouse over image to expand):

Screenshot 1Screenshot 2