Client Relationship Management Systems

Client Relationship Management System (CRM) are used to track opportunities for new and existing clients. PlanFacts can be easily accessed from your CRM to run a sales presentation by launching from the client record and seamlessly passing client information to PlanFacts.

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

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SmartOffice CRM for financial advisors is a flexible platform and a robust, industry-specific solution that delivers tangible business benefits.

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Creating a personal financial story for the client along with a sales illustration helps close more Life Sales. PlanFacts presentations help clients understand why they need Life Insurance and feel comfortable about the purchase of the product being presented by the agent or advisor.

WinFlex Multi-Carrier Insurance Software is a web and desktop software system that provides standard entry for multiple life insurance carriers.

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Quoting Tools are used to compare product rates and features from multiple insurance companies side by side.

Comparative quotes and illustrations for distributors and service providers to support their point of sale processes.

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Professional Resources

The National Social Security Advisor (NSSA®) Certificate can increase your value as a professional advisor, and result in more clients and increased revenues.

Learn more about certificate course options

Still have questions?

Support for PlanFacts products is provided by email. Please send an email to and include your PlanFacts login ID, your name, and the issue you need assistance with. We will respond within 2 business days.