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AgencyDesk is a fully integrated web-based platform designed for use by producers with leading edge support services for Annuities, Life, Long Term Care and Disability Income products.
Some of the features include:
- 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 Buy/Sell, Deferred Compensation, CRTs, etc.
- Online Marketing Software program that puts your marketing, sales, and customer management on autopilot
- Access to our experienced Case Design Team
Social Networking Sites can be a terrific way to prospect and connect with business contacts:
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