Industry-changing tools are here

The way insurance is sold and processed is changing. Fully digital applications. More efficient underwriting. Products designed for today's environment. But the foundation remains the same: helping clients get coverage. And that's where we saw opportunity. We’re developing industry-leading tools to make you more efficient — to enhance our relationship, not to replace it. You may not be physically across the table every time, but we'll help it feel like you are.

Ash In force Vision Dashboard for Policy Management
Latest Innovation
In-Force Vision

A better experience for managing your clients' in-force policies. With regular feeds from insurance carriers, you can be confident you are seeing the most up-to-date information and get policy changes such as a lapse or client death in a single dashboard. Access the Ash Advisor Portal to give it a try!

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Ash Brokerage Portal
Ash Term Express
The most straightforward, simple term insurance platform in the industry

Identify your client’s best journey from start to finish, all on one simple electronic platform. Ash Term Express allows you to move from quoting to submission in minutes, with higher approval and placement rates. Your term sales are about to take off.

Advisor Portal Tools
Start conversations that convert
LTC Discussion Tool

A better experience for managing your clients' inforce policies. With regular feeds from insurance carriers, you can be confident you are seeing the most up-to-date information and get policy changes such as a lapse or client death in a single dashboard.

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JourneyGuide Software

The best planning software for delivering holistic financial advice. Show your clients what retirement will look like on their current path and the changes they can make to improve their chances of getting through retirement without running out of money.

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FIA Analyzer

Predict the future or plan to the past - either way, you can calculate fixed indexed annuity performance. Set options like cap and participation rate, long- and short-term capital gains rate, fees and inflation, and see how your options stack up.

Manage Your Business
Keep the basics simple

A digital workflow is table stakes for any agency, but yeah, we've got it. After logging into the Advisor Portal, you’ll find everything you need to serve your clients and run your business, your way.

Online Contracting

After initial setup, complete the insurance carrier contracting process at the click of a button.

Case Management

View your entire case history and run real-time custom reports to keep your business up-to-date.

Commission Records

Search the individual EFT records that have been paid to you directly by Ash Brokerage.