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FutureKPIs for Fixed Index Annuities
The KPI Management Service for Carriers to Increase Flow with Financial Professionals
The KPI Management Service for Carriers to Increase Flow with Financial Professionals
FutureKPI specializes in helping carriers create global key performance indicators that brings competitive advantages across the product manufacturing process and the professional distribution channels such as bank brokerage & independent RIAs.
Our FutureKPIs advisory service works with carriers to define their growth opportunities across
FutureKPI specializes in helping carriers create global key performance indicators that brings competitive advantages across the product manufacturing process and the professional distribution channels such as bank brokerage & independent RIAs.
Our FutureKPIs advisory service works with carriers to define their growth opportunities across professional distribution channels (e.g., independent RIAs, bank brokerages and independent broker dealers). We help craft the entire carrier distribution lifecycle, helping empower carriers with their specific go to market strategies. Our in-depth market understanding of the entire independent professional market segment is invaluable to carriers seeking to differentiate in the highly competitive FIA market.
Institutional Brokerage KPIs From Transparent Integrations with Carriers and DTCC
The KPI Management Service for Carriers to Increase Flow with Financial Professionals
We help carriers increase their reach with independent RIAs and independent brokerages with deep product integration capabilities across back-office platforms such as Verisk's FAST and DTCC. Our FutureKPI advisory work is differentiated with in-depth integration know-how and deep understandings on recruiting the best financial professiona
We help carriers increase their reach with independent RIAs and independent brokerages with deep product integration capabilities across back-office platforms such as Verisk's FAST and DTCC. Our FutureKPI advisory work is differentiated with in-depth integration know-how and deep understandings on recruiting the best financial professionals (and how to bring the carriers product in the forefront of a financial professionals decision making process).
Accelerating Flow Strategies & Digitizing the FIA Rollover Experience
Accelerating Flow Strategies & Digitizing the FIA Rollover Experience
We help carriers define their flow strategy and create uplift to net new FIA opportunities by creating annuity rollover solutions between the Carriers and the Independent Broker Dealers they work with. By surfacing critical policyholder details of the annuitant into the sales management system (e.g., Salesforce), and creating critical rol
We help carriers define their flow strategy and create uplift to net new FIA opportunities by creating annuity rollover solutions between the Carriers and the Independent Broker Dealers they work with. By surfacing critical policyholder details of the annuitant into the sales management system (e.g., Salesforce), and creating critical rollover indicators, both the Carriers and the brokerage firms benefit from net new annuity rollover situations.
