Revolutionary Software: Case Tracer

Case Tracer is a web-based software program designed to allow the tracking of cases from submission and underwriting to policy placement with the associated commission structure embedded. This customized system will provide robust reporting to agencies, agents, financial institutions, broker/dealers and any other entity with a producer/management hierarchy for the ability to aggregate and segregate information efficiently.

case-tracer

watchvideo2

btn-lift2

btn-case

btn-tracer

btn-toolbox

bootcamp
  ►How to Start the Life Insurance Conversation and More

Contact Information

usadvisors insurance white

Headquarters:
15752 Venture Lane
Eden Prairie, MN 55344
800.303.4977

Regional Office:
1730 White Oak Drive
Algonquin, IL 60102

800.303.4977

Testimonials

USAdvisors Insurance has been an outstanding addition to our financial planning team. The goal to improve our insurance analysis to better serve our clients is a priority, as a partner. USAdvisors Insurance has met all of our expectations with the added bonus of reduced costs to our business overhead.

Wayne J. Pover, CPA, CFP , Financial Advisor Criterion Wealth Advisors, Carol Stream, IL

Guiding Principles

guidingprinciples