Distributor Insights
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. Feel free to drag and drop me anywhere you like on your page. I’m a great place for you to tell a story and let your users know a little more about you.
This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company. Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors. Make your company stand out and show your visitors who you are.
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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. |
