We CONNECT with financial advisors by streamlining new business operations, allowing them to focus on growth and deliver exceptional client service.

At The Admin Effect, we transform your administrative processes from a challenge into a smooth, stress-free part of your business. With over 82 years of combined industry experience, our team is dedicated to turning your NIGO’s into IGO’s, helping your business thrive!

We bring expertise in annuities, AUM, life insurance, and long-term care. From pre-filling e-applications to managing transfer follow-ups and tracking funds until policy issuance, we ensure that every step of your new business process is seamless and professionally handled.

Additionally, we offer a 2-day in-office intensive training course for your team members, whether they are admins, new financial advisors, or even seasoned advisors looking to sharpen their new business skills.