- Creating a Case
- Allocations (Methods)
- Explanations
- Analysis
- Reallocation Plan
- New Annuity
- Comparison
- Dashboard
Jump to: Creating a Case | Editing Client Info | Sharing a Case | Case Notes | EZ Case Entry
EZ Case Entry vs Manual Case Creation
What’s the difference? EZ Case Entry is a paid service that puts the manual data entry on our team, while manual case creation relies on you to enter cases into the system on your own. Each agent is different, some have the time to enter cases themselves, some have administrative assistants that do it for them, and then some would rather have us just do it for them. It’s completely up to you and your situation. Watch the videos below to see the difference.
Creating a Case
Editing Client Info
Sharing a Case
Case Notes
EZ Case Entry
Jump to: Adding | IUL Methods | Annual Rate Updates | Editing | Cloning | Deleting
Adding an Allocation (Method)
IUL Methods
Annual Rate Updates
Editing Methods
Cloning Methods
Deleting Methods
How to Read & Use the Explanations Report
How to Read Analysis Report
How to Use the Analysis Report as a Marketing Tool
How to Read & Use the Reallocation Plan
Custom Allocation
Adding a New Annuity
How to Choose a Replacement Annuity
How to Read & Use the Comparison Report
Jump to: Overview | Editing, Cloning & Deleting | Filters & Sorting | Case Status