Insurance Technologies LLC, a provider of sales automation solutions for the financial services industry, has released Version 2.0 of VisibleChoice, its multi-carrier annuity sales and research solution with a new look, enhanced features and added capabilities.
VisibleChoice provides advanced sales and research capabilities, including access to more than 1,200 variable, fixed and indexed products from 282 carriers, with real time product availability and historical product information for 1035 Exchanges, says Insurance Technologies.
Version 2.0 also includes FINRA reviewed reports, enhanced management reporting and added features, says Insurance Technologies, including A.M. Best carrier ratings; Lipper underlying VA Fund fact sheets; actuarial reviewed benefit descriptions in layman terms; built-in financial and risk tolerance questionnaires; customizable exchange questionnaires; SalesDeskConnect to request carrier illustrations; FINRA Rule 2330 support; multiple, side-by-side comparison options; and friendly user workflow.
In addition, the company says flexible search and filter options are available, including:
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Insurance Technologies says that, with the release of VisibleChoice Version 2.0, advisors and broker-dealers have the capabilities they need to compare product features side by side in the manner that best fits their selling practices, while reducing compliance risk and increasing sales suitability and productivity.
