Enterprise/Group Licensing

Corporate home offices and larger agencies use AdvisorFX as a benefit for their field-force, ensuring they are educated with credible, consistent information, and able to work as effectively and efficiently as possible.

We work with insurance and financial corporations who want to empower their agents with AdvisorFX to deliver a tool that’s tailored to meet their specific business needs. We can provide targeted solutions through customization of some features and content available on AdvisorFX. Enterprise clients may also access detailed usage reports, allowing them to promote further adoption and easily quantify the value of the service.

To further discuss Enterprise and Group Licensing, contact John Frey, Director of Corporate Accounts – 800-543-0874 ext. 2187, jfrey@sbmedia.com.

Individuals/Agency

For an individual agent or a small-to-medium-sized agency where time and/or resources are in short-supply, AdvisorFX can be that turn-key solution that enables you to win that extra business and attract bigger clients. Putting AdvisorFX at your fingertips is like having a team of experts available to guide you through complex strategies, deliver creative sales ideas, and research and analyze your critical questions.

Whether you are an agent taking that next step into advanced markets, an experienced broker who needs to work more efficiently, or an agency owner seeking to grow their business, AdvisorFX has the information and tools to help you reach your business goals.

AdvisorFX is available as a single-user subscription or through multi-seat subscription rates. Contact us today to find out more:

Agency and Individual (single-user) inquiries:
Contact Customer Service – 800-543-0874.