Plan Advisors Broker Connect 4+

Dedicated to Agent Success

Plan Advisors LLC

Designed for iPhone

    • Free

iPhone Screenshots

Description

Agents & Agency Leaders, streamline your access to industry leading tools with the Plan Advisors App! All-Encompassing Broker Support is now at your fingertips. Marketing requests, compliance questions, member service needs, or help with carrier contracts and technology tools can all be requested right from your phone. Check “ready to sell” status, view/download commission statements, and pull reports to help you better run your business. Stay in the know with real time notifications on industry and carrier updates that matter to you. Download the Plan Advisors App and become more productive than ever!

What’s New

Version 12.2.2

We work hard to constantly improve your experience. In this version, you'll experience bug fixes and improved app performance.

App Privacy

The developer, Plan Advisors LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • Contacts
  • User Content
  • Identifiers
  • Diagnostics
  • Other Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Search History
  • Browsing History

Privacy practices may vary, for example, based on the features you use or your age. Learn More

You Might Also Like

ProducerMAX - Sales agent CRM
Business
YHI Connector
Business
TeamIFG CRM
Productivity
Integrity for Agents
Business
NeoReach
Finance
DFY CRM
Productivity