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VisibleChoice™ in Action!

See how Insurance Technologies' VisibleChoice™ can benefit you!
 

VisibleChoice™ will enable you to compare and illustrate multiple annuity products for streamlined selling.

Discover an Advanced Annuity Sales Platform Designed to Drive Sales!

VisibleChoice™ is an advanced multi-carrier annuity sales platform designed to enable a financial advisor or sales support staff to quickly and accurately compare annuity products and identify the most suitable product for streamlined selling. Using the latest cutting-edge technology, VisibleChoice™ provides improved analysis and compliance processing coupled with on-demand illustrations resulting in more rapid and suitable contract issuance.

Here are 8 Key Benefits of VisibleChoice™ that will help you increase sales: 

1. Multiple Side-by-Side Product Comparison Options




• Client Centric Comparisons
  Run comparisons on multiple products from multiple carriers based upon client criteria.
   
• Product Based Comparisons
  Select a product and VisibleChoice™ will run comparisons on other “like” products.
   
• 1035 Exchange Comparisons
  Compare multiple up-to-date annuity replacement products against the existing contract based upon surrendered contract data entered in VisibleChoice™ by the advisor.
   
• Annuity Illustrations Results Comparison
  Compare actual compliant calculated illustrative values.
  
   

2. Focused Sales Desk User Experience Enables Value Added Servicing to the Advisors
   

   • Focused sales desk user experience = value added servicing to the advisors.
     
     
   • Tailored and Filtered Data based upon advisor Login ID.
     
      

3. Simplified Integration with Order Entry, Customer Relationship Management and All Back Office Systems
   

   • VisibleChoice™ easily accepts prospect data from a variety of CRM applications using industry standard data mapping.
     
     
   • Once selected, product orders can be submitted via an electronic transaction or VisibleChoice™ will pre-populate the correct application form for submission via non-electronic media. Either way, VisibleChoice™ will accelerate the process for contract issuance.
     
     
     

4. Education Provided through Built-in Industry and Application Intelligence
   

   • By providing multiple comparison styles, key information is provided in an easy to understand format that will help an advisor assess product strengths and weaknesses.
     
     
   • Valuable research and training tool will improve your advisor’s effectiveness and ultimately increase sales.
     
      

5. Gain Performance Insight through Management Tools
   

   • VisibleChoice™ includes management reports designed to monitor activity, performance and identify training opportunities.
     
     
   • Audit trails of what products were compared, reviewed and selected.
     
      

6. On-Demand Illustrations
   

   • Not only will VisibleChoice™ compare product features, it will also generate illustrations and compare compliant calculated values for the duration of the contract.
     
     
     

7. Suitability and Compliance throughout the normal course of the sales process
   

   • Ensure your organization’s compliance with FINRA 2821 easily and without adding cumbersome procedures.
     
      

8. Increase Sales through enhanced client/advisor relationship
   
   

   • VisibleChoice™ will help position your advisors as knowledgeable product experts.
     
     
   • By providing product data in a variety of comparisons styles your advisors will confidently deliver information that will help their clients make informed decisions.

"It offers straight-through processing, so it streamlines the annuities process and respects regulatory compliance regulations such as FINRA 2821 for submission requirements"