Custom
Reports

Custom Reports

At Personalized Brokerage Services, our producers always have their finger on the pulse of their practice. Why? Because we offer an assortment of resources and reporting mechanisms to instantly view your progress and business trends!

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Social Security Explorer

As a producer, you have exclusive access to our Social Security Explorer tool to help clients estimate their Social Security benefits. This benefit will help your clients with retirment income planning.

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Retirement
Explorer®

You can help make indecision a thing of the past and help move clients to action with easy-to-understand, red-line indicators that show them where their current plans may fall short in retirement. Create powerful comparisons of clients' current risk levels and desired risk levels with a simple, at-a-glance analysis.

Launch RE®

LTCi
Quote

The Long Term Care insurance Sales Team specializes in helping producers increase production in the areas of individual and group LTCi. Need an instant quote? Get one right now.

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Life Insurance
Dashboard

Check out a digital real-time dashboard capable of tracking the delivery process. This new technology allows you to send multiple documents privately, e-deliver, collect requirements faster, side-by-side product comparisons, and help reduce policy and document delivery time.*

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