Available Technology and Software

Learning Resource Center 

The Learning Resource Center is a comprehensive online site available 24/7. Using this web-based platform, you can benefit from self-contained learning modules that make it easy for you to expand your knowledge of – and expertise in – using Penn Mutual’s marketing programs, advanced sales and investment concepts, and products.

Producers Place

Providing secure, web-based access to life and annuity pending status, client activity alerts, client correspondences, commission statements and club qualification tracking.

Account Access Center

Account  Access Center is a web-based tool providing producers with web access to enforce status and online transaction capabilities for life and annuity products.

Life: Penn Mutual Illustrator

Annuity Illustrator (accessed through Producers Place) is a software system that provides up-to-date, proprietary life product illustrations on your computer. Use it as a sales tool to illustrate Penn Mutual proprietary products and to provide 'what if' scenarios to meet a variety of client financial situations.

Advanced Sales

Advanced Markets Website
The Advanced Sales homepage gives producers and field offices quick and easy access to a department directory and biographies of the team, tax law and regulatory updates, sales ideas and case studies, client proposals, sample documents and forms, and other information and materials designed to help you capitalize on the opportunities in the advanced markets.

Advanced Markets Online
The Advance Markets Online Suite is a software tool that offers various informative materials on estate planning, business insurance, retirement planning, charitable giving and taxation.

Advanced Markets Online (AMO) is a dynamic new tool for producers working, or aspiring to work in the advanced markets. AMO provides you immediate access to a substantial library of information on your personal computer, giving you and your support personnel the essential technical information you need quickly and efficiently.

AMO covers four major business areas — Estate Planning, Business Planning, Retirement Planning and Charitable Giving. These broad groups are divided into specific advanced market topics that users can access quickly from the home screen.

The system provides information on:

• What the concept is
• How it works
• What the tax consequences are
• Key advantages and disadvantages
• AMO documents for all AMO concepts
• AMO SalesMaker — converting these concepts to sales one-pagers

Client Data System

CDS is a client management system made up of modular components that can help you to track your contacts, calendars and tasks, correspondence and daily interaction with clients, insurance and investment information. This is a great tool for managing your practice.

Profiles Professional

Profiles Professional is a needs-based selling system that helps identify the financial needs of prospects and clients. Within the Profiles+ package are several modules that analyze needs from the most basic to the complex.

Full Disclosure

Full Disclosure is a line of easy-to-use software that provides the capability of customizing a comparison between insurance companies, products, features and illustrations; information from approximately 65 companies to include information on variable, whole, universal and survivorship life products.

Morningstar Advisor Workstation

This is an innovative, web-based suite of investment-planning tools that combine Morningstar's in-depth, independent investment research, planning tools, client communications, and portfolio analytics to help you select and allocate the most appropriate investments for your clients.

NetExchange Pro from Pershing

The NetExchange Pro brokerage platform with online trading capability provides you with the technology and resources to help you manage your clients' accounts more efficiently and effectively.

Mobility Solutions

We offer many tools that enable you to do business remotely: wireless email, contacts and calendar on your handheld device. We also support the ability to remotely access office based equipment.

Hardware Recommendations

We continually review and make recommendations on hardware to purchase and vendor discounts.

Consolidated Account Reporting

WealthView, powered by Albridge Solutions, provides immediate, online access to client portfolio information and reporting capabilities.

Solution Center

For when you need support to help tackle your technology challenges, a team of dedicated & skilled technicians are available to assist you.

Laser App

Laser App is a web-based software application that lets you automatically populate forms with client information by pulling directly from a database or contact management system. All forms and applications from HTK and Penn Mutual are available on Laser App, in addition to forms and applications from the majority of our product partners. No more spending time inputting data – and potentially making costly mistakes. Laser App does the work for you – giving you more time for prospecting and selling.