Press Release
Insurance Technologies Announces a Review of VisibleChoice® by Jack Cramer & Associates
March 25, 2009
Colorado Springs, CO
COLORADO SPRINGS (February 25, 2009) -Insurance Technologies LLC, the
leading provider of point-of-sale illustration software to the insurance
and financial services industries announces a product review of
VisibleChoice®, its multi-carrier annuity sales platform by Jack Cramer
& Associates. Jack Cramer & Associates are experts in the application of
technology to ensure compliance with suitability rules and found in its
evaluation that VisibleChoice met the major requirements while
providing sweeping benefits.
Mr. Jack Cramer has been helping banks, insurance companies and independent broker-dealers unlock the ROI from their investment in technologies since 1997. By focusing on what motivates Brokers to adopt new technologies and providing the tools they need to incorporate the technologies into their daily business practices, Mr. Cramer has been able to increase both Broker usage levels and Broker-Dealer ROI.
According to Jack Cramer, President, “VisibleChoice helps firms
effectively manage their annuity business costs by providing a
centralized platform with mission critical advantages.” In light of new
regulations like FINRA 2821, “Customers, Reps, Broker-Dealers and
Carriers might be better served by pursuing new technology initiatives
that not only ensure compliance with these new rules, but also speed-up
the sales process, improve the customer experience, inspire better
product recommendations and reduce liability for all stakeholders.”
VisibleChoice maintains information electronically, enables brokers’ transactions and activities to be viewed and better managed, and incorporates suitability into the sales process. The result is new operational, regulatory and sales efficiencies. VisibleChoice facilitates straight-through processing, streamlines the annuities selling process and respects regulatory compliance regulations such as FINRA 2821 for new business submission requirements. The full product review and white paper are available from Insurance Technologies upon request.
About Insurance Technologies (http://www.insurancetechnologies.com)
Based in Colorado Springs, Colorado, Insurance Technologies LLC offers point-of-sale illustration software to the insurance and financial services industries. Our latest product innovation VisibleChoice® is a multi-carrier annuity sales platform designed to allow Brokers to effectively and quickly evaluate multiple annuity products and features. VisibleChoice together, with Insurance Technologies’ ForeSight™ product line will improve distribution effectiveness and help close more sales quickly.
About Jack Cramer & Associates (www.jackcramer.com)
Jack Cramer & Associates has been consulting with banks, broker-dealers, insurance companies and mutual funds since 1997. Their primary focus has been developing training, marketing and coaching programs that increase sales by maximizing the efforts and talents of front-line Brokers, their Sales Managers and the Executive Management Team.
For more information, and/or a copy of the complete release contact:
Steve Horneman
VP of Marketing
Insurance Technologies
1-719-442-6400