Press Release
February 25, 2009
Colorado Springs, CO
Insurance Technologies Announces a Review of VisibleChoice™ by Jack Cramer & Associates
Colorado Springs, February 25, 2009 — Insurance Technologies LLC, the leading provider of point-of-sale illustration software to the insurance and financial services industries announces a product review of VisibleChoice™, its multi-carrier annuity sales platform by Jack Cramer & Associates. Jack Cramer & Associates are experts in the application of technology to ensure compliance with suitability rules and found in its evaluation that VisibleChoice™ met the major requirements while providing sweeping benefits.
Mr. Jack Cramer has been helping banks, insurance companies and independent broker-dealers unlock the ROI from their investment in technologies since 1997. By focusing on what motivates Brokers to adopt new technologies and providing the tools they need to incorporate the technologies into their daily business practices, Mr. Cramer has been able to increase both Broker usage levels and Broker-Dealer ROI.
According to Jack Cramer, President, “VisibleChoice™ helps firms
effectively manage their annuity business costs by providing a
centralized platform with mission critical advantages.” In light of new
regulations like FINRA 2821, “Customers, Reps, Broker-Dealers and
Carriers might be better served by pursuing new technology initiatives
that not only ensure compliance with these new rules, but also speed-up
the sales process, improve the customer experience, inspire better
product recommendations and reduce liability for all stakeholders.”
VisibleChoice™ maintains information electronically, enables brokers’ transactions and activities to be viewed and better managed, and incorporates suitability into the sales process. The result is new operational, regulatory and sales efficiencies. VisibleChoice™ facilitates straight-through processing, streamlines the annuities selling process and respects regulatory compliance regulations such as FINRA 2821 for new business submission requirements. The full product review and white paper are available from Insurance Technologies upon request.
About Insurance Technologies
Based in Colorado Springs, Colorado, Insurance Technologies LLC offers
point-of-sale illustration software to the insurance and financial
services industries. Our latest product innovation VisibleChoice™ is a
multi-carrier annuity sales platform designed to allow Brokers to
effectively and quickly evaluate multiple annuity products and features.
VisibleChoice™ together, with Insurance Technologies’ ForeSight™ product
line will improve distribution effectiveness and help close more sales
quickly.
About Jack Cramer & Associates (www.jackcramer.com)
Jack Cramer & Associates has been consulting with banks, broker-dealers,
insurance companies and mutual funds since 1997. Their primary focus has
been developing training, marketing and coaching programs that increase
sales by maximizing the efforts and talents of front-line Brokers, their
Sales Managers and the Executive Management Team.
For more information, and/or a copy of the complete release contact:
Steve Horneman
VP of Marketing
1-719-442-6400
shorneman@insurancetechnologies.com