Annuities are a hot ticket item these days. With orders tracking to be some of the highest in recent years let AFFIRM for Annuities do all of the heavy lifting. Supporting both variable and fixed product the platform makes it easy for your producers and advisors to quickly and easily ensure their annuity sale is in 100% compliant and good order shape.
Every distributor is looking for ways to help tie their producers more closely to them and pump up sales. I-Relay is a robust client management and marketing system designed for your producers that generates higher sales and more referrals. Our no cost affiliate program is a proven program to help distributors just like you get a 25-30% lift within the first six months.
If you are like most distributors you spend a lot of time chasing down delivery requirements and annuity contract signatures. With PolicyBox you have a flexible and easy to use platform that automates the delivery and collection process. Free to distributors, PolicyBox offers a consolidated platform to manage all of your carriers and products in a single location.