With the product knowledge and carrier relationships that come from decades in the annuity business, we’re able to provide you with effective case design and innovative support services to help you build your annuity business.
Pare down the paperwork and speed up the process of writing annuity business when you submit electronically with WriteNow. Applications submitted through WriteNow issue up to seven days faster than a traditional paper application, saving time for you and your clients. For agency principals, WriteNow is a powerful tool for increasing agency efficiency and supporting your overall business goals.
Sales Support Team
Our Sales Support Team helps you find the most desirable options for your customers’ long-term goals and convert leads into clients. With the help of our Sales Support Team, you can work faster and more efficiently, better meet your customers’ needs, and improve your overall workflow. Get more information on our Sales Support Team.
Advanced Case Design
The annuity and life insurance product landscape is vast. How do you know you’re finding products that meet your customers’ financial needs? That’s where we come in. Our experienced team members have the industry insights, carrier relationships, and in-depth, across-the-board product knowledge to help you find preferred solutions for your customers. Think of us as your team’s personal search engine.
Our wide-ranging suite of tools, programs, and services is designed to simplify and streamline your day-to-day work, from finding the right products for your clients to writing business. Browse our Builders, then contact our team so we can help find the solutions that are right for your business.
Annuity sales isn’t a nine-to-five job. For the times when you need to check product options on nights and weekends, there’s AnnuitySpecs. Search for and compare products when it’s most convenient for you. AnnuitySpecs can support your daily business with:
- Product specifications in easy-to-understand language for quick assessment
- Side-by-side product comparisons for competitive analysis
- Advanced search tools with the ability to save your searches for quick access
- Real-time product rate comparisons
We offer a variety of ways to submit your annuity business so you can work in the way that’s most convenient for you. Whether you’re submitting through fax, email, mail (we even provide pre-paid overnight mailing labels), or our innovative electronic submission platforms, we’re here to support you every step of the way.
We’ve simplified the process to help you get contracted faster, with just one set of paperwork to contract with the carriers you wish to represent. You don’t even need to send us your insurance license—just send in the completed packet, your E&O, and a voided check. We’ll take care of the rest.