ClientAssist — Designed for Your Success

The industry is constantly evolving, yet the right tool can always help lead towards success. ClientAssist, an all-in-one digital office suite powered by Moxtra and easy to use, provides a secure communication channel, a personal user experience and many other benefits. 

Find out more about how ClientAssist can work for you:

• Seamless client engagement: Put your practice at your clients’ finger tips.
• Take the busy out of busy work: Everything you need for every client stored in one place.
• Exclusive to you: Custom platform, free to appointed American Equity partners and clients.

Features include: Video conferencing, whiteboard, chat, e-signature and more.
 
To schedule a brief one-on-one training session and gain full access to ClientAssist, complete the form below.