Preset Sales Strategies

ForeSight™ Preset Sales Strategies make experienced reps more efficient, and novice producers instantly productive. Each is intuitive and fast, providing point and click access to a frequently used sales scenario. When a strategy is selected, the user enters a minimal amount of simple data into one screen. More difficult input prompts are not even displayed (the system automatically fills them in). The user selects a product and gets the compliant illustration. Experienced and novice users alike will use strategies to help them illustrate the most powerful and competitive features of your products the right way, according to your compliance standards and rules.

In the next five years, Variable Annuity sales are expected to grow faster than any other segment of the financial services industry. To get your fair share of this lucrative market, your VA products must be easy to sell. Your producers need modules like the Preset Sales Strategies built into Insurance Technologies' ForeSight.