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Insurance Professionals | Estate Guru

Estate Guru Professional for Insurance Professionals

Provide more comprehensive coverage

Better Coverage Begins with EG Pro

Insurance is all about protection. Giving your clients the best coverage they need for the situations that they need to prepare for the most – at the price that is right for them is at the forefront of the value you provide. That’s where tech-enabled estate planning comes in. With EG Pro, you have all the tools to protect and enhance the coverage you provide, protecting your clients’ assets from the various scenarios for which you provide them insurance. In a single platform, you can help protect their assets from probate and collaborate seamlessly across all the parties involved in the process. EG Pro gives you the tool to securely pass the coverage you provide to the people your clients love the most in the most meaningful way. No headaches, just peace of mind.

Better Coverage Begins with EG Pro

Insurance is all about protection. Giving your clients the best coverage they need for the situations that they need to prepare for the most – at the price that is right for them is at the forefront of the value you provide. That’s where tech-enabled estate planning comes in.

With EG Pro, you have all the tools to protect and enhance the coverage you provide, protecting your clients’ assets from the various scenarios for which you provide them insurance. In a single platform, you can help protect their assets from probate and collaborate seamlessly across all the parties involved in the process. EG Pro gives you the tool to securely pass the coverage you provide to the people your clients love the most in the most meaningful way. No headaches, just peace of mind.

Grow Your Business with Estate Planning Data Insights

Insurance agents, insurance providers, retirement planners and other insurance professionals can streamline, structure and simplify the estate planning process all while collaborating with real attorneys licensed in their state for the benefit of their clients no matter where their client lives. Boost client engagement. Deepen client satisfaction. Provide more comprehensive coverage. Grow your business with estate planning data insights. With EG Pro, do all of this with one single platform.

Generate New Clients

Make it simple to generate new client leads from every client that interacts with the EG Pro platform. Empower your practice and employees to do the same.

Put Coverage to Work Across Generations

Collaborate more deeply with your clients on their coverage needs and put their policies into a structured legal plan.

Let EG Pro Do the Heavy Lifting

Using our calendar scheduling application, have your client’s schedule their appointment with us and we’ll be sure to include you in on the data while handling all the heavy lifting ourselves.

Improve Internal and External Collaboration

Work securely in the cloud with attorneys licensed in your clients’ state now matter how remote they are. Streamline communication with robust permissioned access that provides simplified compliance to everyone involved.

Track Your Clients with Data

Stay informed of changes that occur in your client’s life to ensure your role as their most trusted insurance advisor. Be there throughout their life with the insurance protection that your clients need most throughout their lives.

Generate More Value for Existing Clients

Allow your practice to add another fee for service that can provide peace of mind to your clients and more top line to your practice.

Gain Valuable Insight

The process of estate planning in the EG Pro platform can help you discover unmet insurance needs your clients may have. Discover liquidity needs, asset protection needs of your clients that new insurance policies can protect. Use client data to write new policies for their estate needs.

Bring the Lawyer’s Virtual Office into Your Office

Bring the attorney into your client’s world without losing control of the process. Seamlessly integrate an independent law firm into your financial planning practice.

Provide and Receive a Holistic View of Your Clients

View your clients estate plans holistically from all the assets they have to where those assets are going. Empower your financial practice with client data. Discover which assets they have that you don’t currently manage. Discover lazy or under performing assets currently owned by your client.

Ensure Data Security and Document Storage

Make it simple to create, view, share, store and amend documents for clients, advisors and attorneys across organizational boundaries.

Enable Your Practice to Work from Your Client’s Home

Let your client’s complete their estate planning essentials from home on any device using our intuitive platform interface. No need for you to be in the room if you can’t be there.

Download The Starter Kit

A one-pager that walks you through how to start incorporating estate planning services into your practice

Get a Demo

Contact us to get a demo or schedule a demo with us today to learn how EG Pro can bring solutions to practice