Customers
We partner with industries best to provide the greatest sales solutions

• Serving 16,000 Merrill financial advisors
• Replacing existing product suite with new suite
• Competing with dozens of other non-proprietary annuity products
• Needed a flexible tool that could effectively drive sales

Situation Analysis...

• Losing proprietary market share
• Needed a better way to show the benefits/features of the new product suite
• Field and home office personnel with varying levels of VA knowledge needed to use the system
• Need to satisfy stringent legal and compliance requirements
• Did not have a view into how reps use selling tools
• Compatibility with other internal systems was a non-negotiable business requirement
• Must develop a flexible and customizable selling tool to help the sales force
  

How Insurance Technologies ForeSight™ Solved the Problem...

• Web and desktop implementation with one set of code – Case and code synchronization
• Accumulation and payout annuity products
• One stop shop with links into marketing material and other resources including automatic pitch book selections
• Entry wizards, preset sales strategies and full custom illustrations/proposals
• Automatic link into the order entry system

Results/Benefit/Proof...

• ForeSight Mobility gives us the option of delivering functionality both to the desktop user as well as to the web only user
• Providing usable sales stories can reduce compliance concerns and improve sales appropriateness
• Integration using ACORD standards significantly enhance the user experience
• Wizards can reduce product training and improve product understanding while being more efficient for the rep
• Illustrations and creative output allow you to deliver your value proposition to your customer