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AgencyDesk is a fully integrated web-based platform designed for use by National Marketing Companies, Banks and Broker-Dealers to provide their producers with leading edge support services for Annuities, Life, Long Term Care and Disability Income products with an emphasis on annuities. The AgencyDesk can be customized and provided as a branded website or as an insert to your existing website. Some of the features include:
- New Business Processing for as low as $40.00 per application, Agencies can now save money through decreased staffing, speed to issue and underwriting expertise through our In-house underwriters
- AnnuityScan the Industry's most advanced Annuity Product search engine; it is the hub of our annuity support
- Lifetime Income Strategy a presentation model designed for clients needing both Income Distribution & Asset Accumulation
- Hypothetical Indexed Presentation for every carriers' Indexed Annuity product, including side-by-side comparisons
- EIA Account Allocation an asset allocation model using indexed annuities
- Point and Click Access to everything you need from automated online contracting to writing the application
- Powerful Calculators to assist in financial analysis and point of sale presentations
- Sales and Marketing Presentations that include turn-key sales concepts, a marketing and sales library as well as presentations for a wide array of advanced markets such as 412(i), Buy/Sell, Deferred Compensation, CRTs, etc.
- Access to our experienced Case Design Team
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