The annuity lifecycle and analytics engine illuminates key decision points throughout the life of a contract and gives you the clarity to propose next best actions for clients.
Identify & Act
Simplify post-sale management of your book of business with detailed policy information, notifications, in-force transactions, and product-level reporting.
Manage & Report
Quickly access every step of the sales process in one convenient location. Pre-filled applications are sent directly to the carrier. View real-time application status.
Open & Execute
Explore analytics and tools for hundreds of products to help guide decisions impacting annuity selection and allocations for clients.
Compare & Analyze
Search and filter across a wide range of products based on company, indices, surrender charge, commission type, riders, and more.
Shop & Filter
Access interactive education and training on-demand in a centralized portal featuring general and carrier-specific NAIC materials.
Train & Educate
Pre-Sale
At-Sale
Post-Sale
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The annuity lifecycle and analytics engine brings you key decision points throughout the life of a contract to propose next best actions for clients.
Identify & Act
Simplify post-sale management of your book of business through detailed policy information, notifications, in-force transactions, and product-level reporting.
Manage & Report
Quickly access every step of the sales process in one convenient location. Pre-filled applications are sent directly to the carrier. Access real-time application status.
Open & Execute
Explore analytics and tools for hundreds of products to help guide decisions impacting annuity selection and allocations for clients.
Compare & Analyze
Search and filter across a wide range of products based on company, indices, surrender charge, commission type, riders and more.
Shop & Filter
Access interactive education and training on-demand in a centralized portal featuring general and carrier-specific NAIC materials.
Train & Educate
Pre-Sale
At Sale
Post-Sale
1
2
3
4
5
6
Intuitive education portal featuring general and carrier-specific NAIC materials helps financial professionals understand what they need to know and what training needs to be completed.
Search and filter across a wide range of carriers and products with the ability to filter products based on company, indices, surrender charge, commission type, riders and more.
Train and Educate
Shop and Filter
Analytics for many products in one place with useful tools for financial professionals to choose the right allocation for their client or compare different annuities.
Compare and Analyze
Access all sales process parts in one portal. Use pre-filled applications that are sent directly to the carrier. Check case status in the application dashboard.
Open and Execute
Simplify post-sale management and reporting with in-force transaction management, enabling financial professionals to view and act on an entire book of business in one place.
Manage and Report
Identifying opportunities and next best actions within a book of business gives financial professionals a clear understanding of key decision points throughout the lifecycle of a contract.
Identify and Act
Identifying opportunities and next best actions within a book of business gives financial professionals a clear understanding of key decision points throughout the lifecycle of a contract.
Identify and Act
Leverage the annuity lifecycle and analytics engine to get a clear understanding of key decision points throughout the term of a contract and propose enhanced opportunities and next best actions for clients.
Simplify post-sale management with customized views of your book of business, snapshots of detailed policy information, notifications on upcoming policy events, tasks related to in-force transaction management, and product-level reporting.
Quickly enact every step in the sales process in one convenient location. Use pre-filled applications that are sent directly to the carrier. Check case status in the application dashboard.
Explore analytics and tools for hundreds of products to help guide decisions impacting annuity selection and allocations for clients.
Search and filter across a wide range of products based on company, indices, surrender charge, commission type, riders and more.
Access interactive education and training on-demand in a centralized portal featuring general and carrier-specific NAIC materials.
Identify & Act
Manage & Report
Open & Execute
Compare & Analyze
Shop & Filter
Train & Educate
Pre-Sale
At Sale
Post-Sale
1
2
3
4
5
6