1 / 7

Point Of Sale Software

s. Point Of Sale Software. Revolutionizing the way Life Insurance & Investments are Sold. We put the client in control of: Data gathering Plan design What they need What they will pay. Is “Client Inter-Active”. Not only does it “OPEN” cases but it “CLOSES” them. Because.

arin
Download Presentation

Point Of Sale Software

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. s Point Of Sale Software

  2. Revolutionizing the wayLife Insurance & Investments are Sold We put the client in control of: • Data gathering • Plan design • What they need • What they will pay

  3. Is “Client Inter-Active” Not only does it “OPEN” cases but it “CLOSES” them Because Clients do it themselves !!

  4. Result They can’t say no to themselves They want to implement their own plan

  5. Core problems with other plans: • Boring Data Gathering Process • Reluctance to give out Personal Data • Accuracy of Input Data • Cannot see immediate impact of Data on final results • Seeing & Correcting Data in Real Time

  6. MARKETS Young Families & Single Parents with dependent children

  7. NEEDS COVERED 1st & 2nd To Die Retirement Planning Disability Income Educating Children

More Related