My Cases

3 Mark makes it easy for you to view case status and other details of your pending cases – saving you time and helping to manage your client relationships. These web-based solutions do not require software installations and give you immediate access to the information you need – anytime, anywhere – 24/7.

Use the tools to:

• Identify and act upon opportunities with new and existing clients
• Deliver consistent value to retain happy clients and generate referrals
• Manage all types of policies, including share balances for variable life policies
• Provide your clients with consolidated financial reports
• Maintain comprehensive client journals that include e-mail communication, document history, and all relevant attachments
• Transform your entire business into manageable, shareable frameworks