Retain existing adivisors and mitigate attrition and risk by keeping a finger on the pulse of existing advisors.
- Premium Trends: Identify at-risk premium ahead of the curve in order to take action.
- Illustration Requests: Identify who has returned the most and least profit for submitted quotes.
Nurture new premium from your hottest prospects and experience a 20-50% increase reach.
- Auto communication: Email templates, message templates, voicemail templates and auto-preferences put you at maximum efficiency when working a sales list.
- Log Activity: Automatic record of activity is logged with every profile, every action.
- Contact Notifications: See when emails are received in order to make a timely follow-up call.
Dashboards make it easy to see what you need to do and when you need to do it. We make sure you hit the most important things advisors care about.
- Lifestyle Events: Never miss an important day in your advisor's life.
- Incentives: Motivate new and existing advisors to write more business by knowing where they rank.
- Achievements: Let your advisors know when they did a good job.
- Production: Help your advisors stay on track and meet their goals.