Tag: thought leadership

Private Wealth

Life Annuity Specialist

With automated financial forms filling, you can avoid frustration, maximize your time, and give your clients the customer-centric experience they seek.

e-Delivery has the power to streamline your processes and deliver documents with one simple click. With this type of solution, you can not only save time and money, but you can also improve your customer satisfaction due to the ease of doing business with you.

Private Wealth

iPipeline and FIDx want to help financial professionals accelerate their businesses through a streamlined annuity experience.

Broker World

InsureSight® provides real-time performance metrics across your agency—and shows how you stack up against the competition. With this comprehensive snapshot, you can analyze cycle times, placement ratios, and premiums—in real-time—to drive operational performance, identify market opportunities, and increase your wallet share.

Give yourself an edge over your competition and explore 5 ways to improve your placement ratio with InsureSight®.