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"By streamlining manual process, Shepherd’s platform has provided our team the opportunity to work more efficiently amongst ourselves and with our clients."
"The Shepherd team provided a quick and competitive quote for additional limits for a new client."
Holistiplan is an end to end tax planning tool for financial advisors. Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report …
Mortech’s flagship product, Marksman, is the original mortgage product and pricing engine and lead management cloud-based software provider. Marksman has best execution pricing, rate notification, rich CRM tools, custom rate …
QLAdmin Solutions Inc. is a software company of insurance experts that enables insurance providers to succeed in their markets. For 30 years, QLA has provided complete, end-to-end life insurance policy …
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