ANN-E is an AI-powered platform designed to help insurance carriers enhance annuity sales and marketing. ANN-E integrates all sales and marketing tools into a seamless AI ecosystem for wholesalers, agents, and advisors
It streamlines the customer journey for agents and advisors by integrating essential digital tools such as calculators and illustrations, and data into a seamless AI system.
The first application built on ANN-E is for annuity wholesalers to level up first touchpoints and follow-ups with agents and advisors more effectively to convert illustrations into sales..
ANN-E arms internal and external Wholesalers with the right data and analysis during key interactions with illustration leads through phone, email, or in-person,.
ANN-E for Wholesalers is customized to use the insurance carrier’s content, data, annuity products, and workflows
The first application built on ANN-E is for annuity wholesalers to level up first touchpoints and follow-ups with agents and advisors more effectively to convert illustrations into sales..
ANN-E arms internal and external Wholesalers with the right data and analysis during key interactions with illustration leads through phone, email, or in-person,.
ANN-E for Wholesalers is customized to use the insurance carrier’s content, data, annuity products, and workflows
ANN-E empowers wholesalers with hyper-personalized content and quantitative insights into the advisor or agent illustration use cases.
These insights provide wholesalers with a clearer picture of engagement without adding complexity to existing workflows.
The result is more relevant outreach and better-aligned conversations.
ANN-E empowers wholesalers with hyper-personalized content and quantitative insights into the advisor or agent illustration use cases.
These insights provide wholesalers with a clearer picture of engagement without adding complexity to existing workflows.
The result is more relevant outreach and better-aligned conversations.
ANN-E streamlines common illustration-related tasks by organizing information, reducing manual follow-ups, and prioritizing outreach.
Wholesalers spend less time searching for context and more time engaging with advisors.
By improving visibility and focus, ANN-E supports more consistent interactions across the sales desk while scaling activity without increasing effort.
ANN-E streamlines common illustration-related tasks by organizing information, reducing manual follow-ups, and prioritizing outreach.
Wholesalers spend less time searching for context and more time engaging with advisors.
By improving visibility and focus, ANN-E supports more consistent interactions across the sales desk while scaling activity without increasing effort.
ANN-E’s insights and content remain fully in the control of the wholesaler and within the insurance carrier and its third-party CRM system.
ANN-E automatically does one level of QA check to ensure it has accurately gathered all the requisite data from all integrated systems.
ANN-E’s insights and content remain fully in the control of the wholesaler and within the insurance carrier and its third-party CRM system.
ANN-E automatically does one level of QA check to ensure it has accurately gathered all the requisite data from all integrated systems.
