Direct Access Markets
1-800-485-0229
Estate Planning made simple for Independent Agents
Provide peace of mind to your clients in minutes by creating a fully customized estate plan through an easy-to-use system.
Unlock a New Revenue Stream with FastWill,
A Game-Changer for Insurance Agents!
How does FastWill
Estate Planning
benefit agents?
AmSuisse has partnered up with FastWill because they offer a reliable solution for insurance agents to optimize & simplify the estate planning process for their clients.
Generate More Appointments
Prospect New Clients
Earn up to 100% Commission
Bypass Checkout
FastWill gives you access to a number of resources to provide clarity, peace of mind, and personal guidance through the financial planning process.
About FastWill
FastWill offers a reliable solution for insurance agents to optimize & simplify the estate planning process for their clients. FastWill gives you access to a number of resources to provide clarity, peace of mind, and personal guidance through the financial planning process.
FastWill also offers detailed client profiles and document editability to help advisors connect with their clients and provide suited recommendations that set up a seamless wealth transfer.
What FastWill Offers
Last Will & Testament
Advanced Health Care Directive
Power of Attorney
1. Last Will & Testament
2. Advanced Health Care Directive
3. Power of Attorney
Online Notary
Give your clients the ability to sign and notarize their documents directly after completion - from home!
Attorney Support
Gain access to our nationwide network of estate planning attorneys to provide a little extra guidance.
& begin providing guidance and peace of mind to your clients.
Agent Benefits
Grow Your Business
Expand your reach by exploring new markets with a fresh offer. Set new appointments and earn 100% commission on every estate plan you deliver to your clients.
Support Your Clients
Provide clients with a straightforward estate planning solution that protects their assets and safeguards their legacy, ensuring they have confidence and security for the future.
Comprehensive Client Profiles
Utilize detailed client profiles to access in-depth information, allowing you to offer personalized recommendations tailored to each client's unique needs and circumstances.
Offer Free Plans
Give your clients a free opportunity to secure their future at no extra cost, bypassing checkout entirely and providing them with peace of mind.
Agent Resources
Custom Invitation Link
Give your clients a personal introduction whilst allowing them to bypass the checkout process.
Agent Dashboard
Utilize comprehensive client profiles to offer tailored recommendations that meet their unique needs and circumstances.
FastWill Marketing
Utilize our marketing materials to prospect for new clients and book meetings directly to your calendar.
Custom Success Page
Create a custom success page to promote your services and book meetings directly to your calendar.
Detailed Client Profiles
Once your client completes their plan they will have the option to grant you access to a comprehensive Client Profile containing all the vital financial details needed to make your professional recommendations.
Financial Accounts: Information on bank accounts, investment portfolios, and other financial assets.
Real Estate: Details about properties owned, including location and value.
Life Insurance: Coverage details, including policy types and beneficiaries.
Business Interests: Information about any businesses owned, including company details and valuation.
Independent Agents, AmSuisse has markets!
Coastal Property
Hard to Place Risks
High Limit Flood
Admitted & Non-Admitted
International
Life
Surety Bonds
Commercial Auto
BOP
Disability / Critical Illness
Personal
Commercial
Home
Auto
Worker's Comp.
Follow us and keep ahead of the pack with new markets and carriers.