Tools - AuguStar Financial

Tools to help on your sales journey

Whether you’re a new or experienced financial professional, we have everything you need to be successful with our full suite of quality products and services. Think of AuguStar as a co-pilot who will be there when you need us.

Support Tools

Start building your success

From illustrations to applications, policy delivery to billing, our eSuite offers important flexibility to financial professionals and clients:

  • eIllustrations: Web-based illustration software including ability to save illustrations to the cloud, export directly to our eApp tool and real-time snapshots of illustration data
  • eApp: Full electronic application for any life product, automatically identifying necessary forms based on product, insured state and more
  • eDelivery: Full electronic delivery of life policies submitted through the eApp process
  • eBilling: Secure online payment system for any life product, including flexible draft options and automated client notifications

Our online library of educational videos, webinars and documents featuring sessions created by agency leaders, financial professionals, experts at the company and thought leaders inside and outside of the industry.

Product illustration software developed in-house and designed for ease of use, including standard ledgers, quotes, NAIC illustrations, more than 20 supplemental reports and calculators and the ability to upload sales ledger information to popular industry selling systems.

Including a personalized dashboard, pending app status reports, commission statements, product marketing information, pre-approved social media posts and more.

  • Webinars: Live and on-demand virtual events featuring top producers and offer prospecting, sales and advanced planning strategies, a variety of training, illustration software tips and more
  • Home office seminars: Sales ideas and techniques specific to whatever season of business you’re in
  • Regional marketing meetings: In depth market-development and practice management meetings held across the country packed with training, product updates, proven sales ideas, case studies and more

The library of client-use approved advanced planning presentations offers a variety of topics to help you communicate estate, business and retirement planning topics to your clients. Topics include: Special needs planning, charitable giving, executive bonus, key person, split-dollar life insurance and more.

More than 60 links to industry organizations and vendor websites – many offering you exclusive discounts and CE credits (including MDRT, NAIFA, GAMA, LaserApp, MoneyTrax, Leap Systems® and more).

Want more information? Connect with us

The company has the people to assist you, the tools needed to grow your business and the technology to support you along the way. See what we can do for you!

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