Not enough free time in your day or week to gently reach out and touch a client or prospect?  Do you have access to high quality, unique, timely marketing pieces to present HR information, trending issues in HR, Compliance Updates, or IRS updates to your clients/prospects? 

 

Like most insurance professionals your day is spent drumming up new business or providing customer service to your clients.  You probably don’t have time to put on your creative hat to design a marketing piece!

 

So what do you do?

 

This is where BASIC Advisor fits into your portfolio of resources!  With BASIC Advisor you have access to our expanding library of customizable marketing materials on the fly – with our Search, Select, and Share model – 3 clicks and you share information with one or all of your clients/prospects!