Annuity Sales Platform
Accelerate sales with instant product access and comparisons
Selling annuities is hard enough
Agents in the annuity market often struggle to access current product information, compare options, and generate compliant illustrations, which leads to a fragmented sales process that slows client interactions and complicates product selection. With expanding product offerings and evolving compliance requirements, a comprehensive, current sales solution is essential for staying competitive.
New riders demand quick quotes
Selling annuities presents challenges like managing product comparisons, ensuring compliance, and refining client presentations, all while aiming to grow your business. As products become more complex and clients expect faster, detailed comparisons, agents will need to access and present information with greater efficiency.
Stay one step ahead of competitors
VitalSales Suite, featuring VitalQuote, streamlines the annuity sales process by offering instant access to product comparisons, carrier-compliant illustrations, and detailed product information across multiple insurance lines. Its seamless integration with carrier systems and the ability to embed tools directly into agency websites allow agents to focus on client relationships rather than administrative tasks.
Key features
Comprehensive Product Access
Quick access to term life, guaranteed universal life, annuities, and long-term care products from multiple carriers
Real-Time Comparisons
Enables efficient side-by-side product comparisons for informed client recommendations
Carrier Integration
Seamlessly connects with WinFlex platform for generating carrier-compliant illustrations
Website Integration
Tools can be embedded directly into agency websites for streamlined client engagement
On-Demand Forms
Provides instant access to up-to-date product forms and documentation
Multi-Product Support
Supports diverse product lines for comprehensive client solutions
Ready to elevate your annuity sales process?
Contact our team to discover how VitalSales Suite can accelerate your business growth while maintaining compliance and accuracy.
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