Annuity Analytics
Real-time data analytics for sales and marketing intelligence
Lead Data
- Real-time contact info for follow-up with agent/advisor
- Demographic data of the client use case of the lead
- A lead score based on customizable criteria
Traffic Data
- General usage information
- General time trends
- Impact on traffic in light of campaigns
- App-level and campaign-level ROI
Demographic Data
- Access at granular level
- Evaluate against target demographic
- New targets to market
- Product suitability in demographic data
Advance Analytics
- Infer advisor or agent match / scoring
- Correlations
- Collaborate with carrier for customized queries
