Manage your annuity sales program more effectively using comprehensive data provided by EAI's Annuity Processing Module. It can be used independently or in conjunction with other modules to understand a client's total investment portfolio and identify opportunities for cross-selling.

Annuities Module features:

• Annuity order entry tracks new account generation from customer profiling through the application process
• Collects and displays complete transaction data including expected revenue from sale
• Stores product information including dealer concession and chargeback rates
• Monitors production and sales performance by agent, office and company

For more information or to request a demonstration, Contact Us.