ClientAssist

ClientAssist: Connections made easier

Virtual assistance for financial professionals.

A retirement journey can be a time-consuming endeavor for both financial professionals and clients. But, when you work with the right digital tools, there’s a way to save time tracking down documents and other office resources, and devoting more time to building and strengthening client relationships. 

ClientAssist is a free virtual office assistant for financial professionals appointed with American Equity to help them stay engaged with their clients in a safe and secure online platform. This all-in-one digital tool helps customize and support the sales and service processes, as well as continue important client communication, even where there are times when you can’t meet directly in the office. It works 24/7 from anywhere on any device, so clients can work on their retirement goals right from the comfort of their own home.

Discover the virtual client relationship benefits:

• Document hosting, video conferencing, direct messaging, and screensharing

• Plus meeting scheduling, video chat recording, e-signature, and interactive whiteboard

ClientAssist is not intended to be used for record retention purposes. Records should be properly maintained according to record retention laws defined in the state you are doing business in.

Watch the video for more information about ClientAssist

Clients work hard to take the next steps toward retirement. As an agent, you are here to help them throughout the journey. There are many significant touchpoints throughout the process and it’s important for both sides to stay connected. With the right online business tools, you can focus on the things that matter most for your business. If you are interested in learning more about this virtual office suite, contact us today by filling out the form below.

Contact Us