Breakthrough engagement and a better agent & advisor experience
Give your advisors a modern, engaging, and straightforward experience to grow or transition their book of business. Deliver the support your advisors demand via an intuitive consumer-like experience they’ve come to expect.
"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers." FMH President and CEO Ron Rutledge.