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ForeSight™ software will transform the way
your life, annuity, and health products are understood, quoted, illustrated, and sold. This
revolutionary application manages all point-of-sale activities from a
single platform -- increasing the productivity of your producers,
improving your agility and speed to market, and reducing your expenses.
This robust software platform allows you to simplify the selling process
while giving agents the tools they need for more professional and
compliant sales. ForeSight™ lets you craft your customized selling
stories and deliver your unique marketing message to your customers and
producers -- across multiple distribution channels.
ForeSight's™ modularity allows you to choose
the functionality that meets your specific needs. Select one of the
ForeSight™ modules below to learn more.
Manage all activities from a single platform.
ForeSight™ supports all the steps in the selling process -- from needs
analysis, asset allocation and sales concepts, to illustrations,
hypotheticals, forms generation and application processing. In addition
to generating fully compliant NAIC and NASD sales illustrations, the
system supports:
- Survivor needs planning, estate planning, education funding,
retirement planning
- Sales concepts (buy term & invest, mortgage acceleration, pension
maximization, stretch IRA)
- Advanced marketing (split dollar, executive bonus, deferred
compensation, key person)
- Supplemental reports (commission reports, product guides, underwriting
guidelines)
- In-force illustrations (with the ability to query administration
system for existing policy data)
- Smart forms library (rules guided selection - for all applications and
ancillary forms)
- Fillable forms (fill, sign, submitted electronically - to a 3rd party
order entry partner, a sales desk, or your home office for
straight-through-processing)
Tell your story – your way.
ForeSight™ gives you the opportunity to differentiate your
product(s) in the marketplace. Because your distribution needs are
complex, ForeSight™ is intricate enough to handle those complex
needs. It allows you to easily provide a custom branded interface for
each distribution channel – one that is targeted and appealing. From
developing unique output and branding to customizing the product rules,
you have the ability to deliver a unique experience to each channel with
maximum reuse.
Be the easiest to sell.
ForeSight™ is incredibly fast and easy to use. And it can be used
anywhere – including in the field where producers are often most
effective.
ForeSight™ makes experienced producers more efficient…and
novice producers immediately productive. Loaded with features from
complex solves to advanced concepts, the user will be presented with the
types of features now standard in today’s sales systems for both new
business and in-force products. Pre-set sales strategies provide simple
point and click access to frequently used sales scenarios (defined by
your home office) – helping producers illustrate the most powerful and
competitive features of your products according to your compliance
standards and rules. And the system is designed for connectivity and
continuity, allowing users to move from module to module without wasting
time (jumping between disparate systems), or re-entering data.
Instantly, you become the company that is easy to sell.
Ensure accurate, compliant, and compelling output – inspiring customer
confidence.
ForeSight™ is fast, easy to use, and rules driven, guiding users
through a sales process that culminates in the generation of accurate,
compliant and compelling output. Reports are graphical -- vibrant with
color and images -- and professional, making complex concepts easy to
understand and explain. Producers also have easy access to your sales
materials including boilerplate marketing/product materials, cover
letters, product guides, and more. In the end, these materials help them
communicate more effectively and inspire customer confidence.
Simplify cross-selling and enable product blending.
If you sell it,
ForeSight™ can illustrate it. The
ForeSight™ framework
supports all product lines – from life insurance, annuities, and
long-term care, to disability, mutual funds, critical illness and more.
And
ForeSight™ sales concepts and needs analysis tools enable your
producers to identify the changing needs of their customers. Together,
these features simply promote cross-selling efforts and allow you to
quickly adapt to new product needs by combining or blending products.
Reduce costs and maximize reusability.
Because of its cutting-edge ability to use a single code base to support
both connected and disconnected users,
ForeSight™ eliminates the need
for multiple point-of-sale and illustration systems.
ForeSight™ can be
deployed both on the desktop and the web with full system based code and
case synchronization.
Fit all user types and work styles.
Your agents are as varied in personality and style as your customers.
Therefore,
ForeSight™ is designed to bring each producer the user
experience that fits his or her work style. Whether working on a sales
desk, supporting a group of agents in a field office, working as a
wholesaler, or as a personal producer,
ForeSight™ will make your
products accessible to the user.
Increase your speed to market.
Whether you support a single line of business; or plan on scaling our
ForeSight™ system to consolidate your operations across multiple lines,
its connectivity, continuity, and flexibility will enable you to get
products to market faster and drive sales.
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Learn how Insurance Technologies’ Foresight™
can solve your challenges |
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