Available Solutions
Carrier Insights
Distributor Insights- a fully customizable, data-driven, web-based solution for client-facing Distributors to effectively manage their annuity and life insurance programs.
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Distributor Insights (DI) allows the Distributor to customize dashboards, widgets, reports, case management, notifications, and alerts to its own specifications.
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Customized case management, notifications, and alerts provide each Distributor the ability to create and tailor their own set of metrics and criteria.
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Distributors can define their own product-to-product category mapping (e.g. aggregating variations of redundant product types for simplicity, creating new product sub-types, and at times— even correcting inaccurate product types sent by the carriers).
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Distributors can define the mapping of underlying investment options to the Distributor’s own class, category, and risk-tolerances.
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DI provides permission-based experiences throughout the Distributor’s hierarchy, providing tailored views based on the user’s role. (ex. Home Office, Sales Management, Advisors, Supervision, etc.)
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Saltzman Insights monitors all Distributor and DTCC data for issues and works with the Distributor to implement solutions.
Features & Benfits of Distributor Insights
Feature | Benefit |
|---|---|
Software as a Service | Reduce the burden on internal technology resources.
Low cost to implement, maintain and improve. |
Financial Grade Solution | Secure, reliable and fully redundant platform. |
Fully Customizeable | Each implementation of Distributor Insights is tailored to the requirements of the firm.
Core tools within the solution are quickly optimized to meet your specific needs. |
Dashboarding | Quickly monitor your firm’s KPIs with customized dashboards.
View and analyze data across organizational, carrier and product hierarchies. |
Mapping | Quickly analyze sales and asset activity across the firm’s geography, down to the branch/office level. Identify where sales are hot…and where they’re not. |
Reporting | Highly flexible tool enables rapid deployment of critical reporting.
Users are able to customize reports on demand and core reports can be automatically distributed to key stakeholders. |
Alerts & Monitoring | Systematically identify and monitor critical data (e.g., values, surrenders, transactions, policy milestones, etc.). Ability to quickly react to regulatory inquiries and evolving regulations. |
Issue/Case Management | Create, record and track specific issues or cases for resolution.
Ensure compliance with regulators and provide a secure audit trail for books and records. |
Detailed Policy Views | Reduce the time spent gathering in-force policy details directly from your carrier partners.
Ready access to policy level detail improves the firm’s service to Advisors and clients, while enhancing business continuity. |
Dedicated & Experienced Team | Ongoing service and support from an experienced, dedicated team.
Leverage the experts at Saltzman Insights to design, enhance, support and extend your system. |
