ExpertOffice offers convenient tools for Agents appointed with American National for life and annuity business – it’s your electronic briefcase. The tools developed within this native app give the agent the ability to manage their business. The tools include – ExpertApp - submit electronic life policies ExpertScan - submit requirements for pending life and annuity cases. ExpertIllustrator - illustrate life products sold through American National. ExpertForms – a forms utility to allow forms to be downloaded by product and state. New Business – track new business status of pending applications Inforce Inquiry – track inforce values of inforce policies ExpertReports – pull reports (commission, annual statements, etc) and correspondence (letters for your clients).
