Browsing articles from "June, 2011"

Coming Soon – SafelyShare Client Portal

Jun 9, 2011   //   by IAS   //   News  //  Comments Off

Coming Soon – SafelyShare Client Portal

Safely Share is a client portal where agents can communicate, and safely share documents, financial data, newsletters and statements with their clients.  If you are interested in signing up for a beta trial or demo, please contact us.

Safely Share Client Portal

Support & Training

Forms & Documents

Forms & Documents - This page will allow you to request a new product to be added to the system, add or remove a user, etc.

PlanMember Agents

If you are a registered agent with PlanMember, click here for an exclusive offer

Recent News

Featured Articles from the “Life Insurance Selling” Magazine

Click here to view our archive of informative articles featured in the "Life Insurance Selling" Magazine. These articles were written by Gary Indianer, the the CEO of KnowIT.

Mobile Freedom…

Access KnowIT CRM with your Mobile Access KnowIT:CRM from your Smart Phone No need to be tied down to your computer...