Annuity selling needs illustration tracking, suitability review, and compliance logs. ALE automates the paperwork so agents can close.
Illustrations, suitability forms, carrier paperwork, and ongoing reviews. Manual tracking breaks at scale.
Each case has multiple carrier illustrations. Tracking which won breaks.
Carrier suitability forms required pre sale. Manual tracking fails.
Annual reviews drive trail commissions and cross sell.
Track carrier illustrations per case, win rate per carrier.
Suitability forms sent via DocuSign, retained automatically.
Submission status tracked from quote to issue.
Annual review campaign fires to every annuity client.
Annuity buyers evaluated for life and LTC.
Trail commissions per carrier and case tracked.
One person annuity specialists.
Training downline annuity agents.
Life and Medicare agents adding annuity.
Advisor plus insurance producers.
Illustration tracking, suitability capture, case submission tracking, review campaigns.
Adds AI receptionist, carrier integrations, cross sell drip automation.
Book a 20 minute demo. We will show you the annuity pipeline and suitability capture.