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