A Multi-Carrier Sales Platform for Annuities, Life Insurance & More!
Enhancing your sales from start to finish.
AdviseRight is a new technology platform that will enhance and document every part of your sales process:
Needs Determination Wizard - This intelligent Fact Finder will help you collect your client's information pertaining to their financial situation, risk tolerance and goals.
Product Suggestions - The system will suggest suitable products based on the answers gathered during the needs determination.
Illustrations - coming soon!
Electronic Applications - select a product and the E-Application will instantly load, already pre-populated with the client info you collected during the needs determination. CRM integration speeds up the data entry even more. Fill in the remaining required fields, click submit, and the app will get transmitted directly to the carrier. The system will not let you submit the app unless it is filled out 100% correctly, eliminating NIGOs. Dozens of carriers are supported.