Planning Excellence for Life

Online Case Status and Client Management

Case Status

Rohrer & Associates provides you with this tool to help increase your sales and improve your efficiency, while lowering your costs! Case Status Live provides you with 24X7 secure and confidential web access to your case data. See pending case data, licensing, contracting, and commission data; Use reporting functions available allowing you to display the full book of submitted and placed business; and Get all the information real-time.

 

Case Status

First time user?  Simple.  All we need is the agent's name. Request Online Access Now

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Life Insurance

Annuities

Disability

Long Term Care