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Basic Advisor

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Software Status:Active

About Basic Advisor

Basic Advisor is an insurance agency management platform designed to help insurance professionals streamline client management and operational workflows.

Basic Advisor Details

Vendor
Basic
Year Launched
Location
122 E 42nd St, Suite 4300, New York, NY 10168, United States
Deployment
cloud, web browser
Training Options
live online, demo
Countries Served
All Countries
Languages
Basic Advisor in category Insurance by IBM is available in English, Spanish, French, German, Italian, Portuguese, Dutch, Japanese, Chinese.
Users
Insurance Agents, Financial Planners, Policyholders, Small Businesses
Industries Served
Insurance
Tags
Insurance, financial planning, risk management, IBM, Agency Management, Client Management, Policy Management, Claims Management, Insurance CRM

Basic Advisor's In-App Market Place

Does Basic Advisor have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (Fr), CNY (¥), SEK (kr), NZD (NZ$), KRW (₩), SGD (S$), HKD (HK$), NOK (kr), MXN ($), INR (₹), RUB (₽), ZAR (R), BRL (R$), TRY (₺)

Pros & Cons

  • Connects client profiles, policies and claims into one dashboard for agency management.
  • Provides automated renewal tracking to reduce missed policy renewals and service gaps.
  • Offers reporting tools that help agencies analyze sales performance and retention trends.
  • Cloud deployment allows secure access to client data from any internet-connected device.
  • Supports operational compliance by maintaining organized insurance records and data.
  • Cannot send automated reminders for multiple policy types at once, requiring manual follow-ups.
  • Reporting dashboard lacks customizable visual charts for detailed sales or client analysis.
  • Mobile access is limited, making it difficult for agents to update client info in the field.
  • Cannot generate client-facing summaries or PDF statements directly from the system.
  • Limited user permission settings make it tricky to delegate tasks securely to staff.

Basic Advisor's Support Options

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