Revolutionary Sales Tool for Financial Advisors
WealthServ SalesDrive is a revolutionary step forward for the life insurance industry; acting as an automated assistant with delivery of real opportunities on a silver platter. MGAs benefit from a distinct advantage when it comes to recruitment and retention of valuable Advisors with SalesDrive software. SalesDrive uses in-force data feeds from carriers to extract real and often overlooked opportunities in the advisor’s in-force block of business. Advisors receive a complete package containing all the opportunities with detailed information and pre-filled application forms to drive the sale. By taking the legwork out for Advisors in finding the leads, SalesDrive makes it simple to stay on top of sales opportunities, service existing clients and capture the additional revenue existing in their client base.
WealthServ SalesDrive Features
- Carrier In-Force Data Integration
- Simple data mining interfaces
- Control who gets leads, and how they receive them
- Pre-populated forms and applications
- Activity tracking and reporting