Simplified Integration

VisibleChoice® Simplifies Integration with Annuity Order Entry Systems, Customer Relationship Management and All Back Office Processing Systems.

VisibleChoice utilizes single sign-on and data sharing “Key-once data entry”. Data entered into the CRM is imported into VisibleChoice using standard messaging without the user having to re-enter data manually. In turn, data is then passed to the electronic Application Order Entry (AOE) system and other back office processing systems eliminating manual errors and streamlining the sales process.

 

In situations where an order entry system isn’t being used, VisibleChoice still allows you to realize greater efficiency through the use of fillable forms. Simply print out the pre-populated forms for application submittal and mail.