Our dedication to Brokerage Advisors
As a contracted advisor with ivari, you can take advantage of the many tools and resources including:
- CE accredited courses and training modules
- The ivari mobile app - get access the publications and tools you need from ivari all on one mobile app
- ivari express – to order insurance applications and forms to update or make changes to your customer’s policy
- ivari info – our newsletter, where you’ll find out about all the most current industry news and important updates about our products and services
- Underwriting and administration
- Our LifeView illustration software to easily launch an illustration
- ivari 360 - for quick and easy electronic applications
- My Insurance View - easy-to-use interactive tool that provides customers with a personalized insurance solution that addresses their needs at every stage of life
- My Investment Profile – an investment selection tool to help customers determine a suitable investment risk profile based on their needs, current financial situation and personal goals