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BRINGING YOU THE KNOWLEDGE AND TOOLS TO GROW YOUR BUSINESS. …your gateway to financial success. Why use Virtgate?.
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Our goal is to provide widespread Internet connectivity allowing advisors the freedom to work wherever they desire. Virtgate makes it easy to move prospects through each phase of the sales process and provide top-notch client services while sharing key customer data between staff across our branches and their advisors.
“John Hamilton, President Financial Horizons”
Main Screen: After logging in to Virtgate, click the Virtgate Symbol at the top middle of the screen. From this page, you can choose several options.
►BROKER CALENDAR: Each client’s birthday, policy anniversary is shown on your calendar which allows you to link directly to the client’s particulars by pressing on the blue button or you can print of a version by using the ‘Click Here for Print Friendly Version’.
►CLIENT ACCOUNTS:All Policy Files: this brings up all of your client’s policies written/issued/settled and allows you to view them individually if needed. Client Contact Extracts can be used for data downloads for mass mailings.
► CARRIER CONTRACTS:All your carrier contract numbers, expiry dates etc. are shown in one location.
►COMPLIANCE/LICENSING info along with scanned copies of your licensing which enables you to print them off if need be.
► PRODUCTION REPORTING:Advisor’s can run their own production reports for pending, inforce, GIC letters, maturities, client searches.
►CANNEX QUOTES:Advisor’s can run Cannex quotes for their clients at no charge thru Virtgate, if their client is already on Virtgate the client info can be downloaded into the illustration system and run automatically for your client.
►NOVINSOFT:Novinsoft is now available thru Virtgate at no charge to advisors. You can run Online Carrier Illustrations for UL’s, Personal Needs Analysis, desktop downloads of latest software for a select number of carriers. They expect to have life/ci available shortly along with more carriers.