Distributor Annuity Contracts

• Single, multi-Carrier view of your entire book of business 

• Policy Owner segmentation

• Annuity insights

Office & Business Unit Profiles

• Profiles for each business unit in the hierarchy including firms and offices

• Book of business for each business unit

• Annuity insights, sales & service opportunities for each business unit

Agent Profiles & Annuity Contracts

• Profiles for each Agent in the hierarchy

• Book of business for each Agent in the hierarchy (annuity contracts from multiple Carriers)

• Annuity insights, sales & services opportunities for each Agent

Policy Owner Profiles & Annuity Contracts

• Profiles for each Policy Owner

• Annuity contracts from multiple Carriers

• Policy notifications and documents

Search & Filter

• Search for Agents, Policy Owners, annuities, policies & products

• Segment Policy Owner, annuities and policies by multiple attributes including product type, Carrier, geography and other attributes

Data Insights

• Access to annuity data insights including product, annual premium, number of active contracts, surrender value, income payments, etc.

Notifications

• In app & email notifications to your staff and downline including:

  • annuity contract event notifications​

  • shared lists notifications

Lists

• Segment and save list of annuity contracts

• List of annuity contracts can be shared with Agents

• Leverage annuity lists for communication

Creating new channels for digital engagement

Empowering partners with In Force data

Improving communications with targeted marketing

Digitizing relationships through technology hub