I enjoy working with this platform, it really does help me understand my clients insurance needs as well their business goals to ensure that we are looking at them from different angles before developing an effective plan of action (POA).
The most important thing is they have put so much thought into how you can actually save money by using these plans in your day-to.-by work! They also provide great support when questions arise or concerns come up along side our implementation process through out entire program life cycle.