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KnowIT™

Access to client information via the web

Quarterly Rapport

Customized company newsletter for your prospects and clients

Financial Review

Compliation of all your clients accounts in one easy to read report

Expert Help

Expert help via phone or the web

KnowIT™

A customized CIM System on the Web....

Tired of being stuck to your data? On the go with clients calling on the phone? Now you don't have to be in the dark. KnowIT™ and access all of your clients information online....from anywhere, anytime.

Get access to client information:

Archived docouments, letters and applications
Beneficiaries, contracts and companies
Insurance, Annuity and Equity products
Customized Reporting
Agent, Agency and Broker Overviews
Lookup clients by Group, Employer, Location and more
Calendars, To Do's & Tasks

Think of it as "Files on the go"

Easy to use:

Simple point and click interface
No software to install or maintain
Access from any internet connection
Designed from the ground up for the Indepent Producer
Double back-up protects your data
Password protected

Screenshots of KnowIT™ (click on thumbnails to view larger image)

Quarterly Rapport
Financial Review
Customized CIM
Expert Help
Hosting Web
Web Design
Online Forms
Online Meetings

IAS offers industry compliant web design and hosting at affordable prices. We can integrate our fillable online forms with your website. Your customers or clients will be able to fill out required forms online which saves you time and money!

With our virtual online meeting technology you can share applications and meet with clients online.