Your guide to our award-winning Super Agent Tools!

Transcription

1 Your guide to our award-winning Super Agent Tools!

2 It s the ideas. The more ideas you have and the more knowledge accumulate, the greater your opportunities become. In today s fast moving society, fingertip access to deep pools of knowledge take on a greater role in your future success. You must have instant and permanent resources to draw from that include all the ideas, concepts, strategies and techniques that ethically move transactions across the U.S. This resource must deliver knowledge to you on demand wherever and whenever you desire or need it. This resource is SuperAgentTools.com. 1

3 Product Search Engine for Annuities, Income Riders and Single Premium Life Our search engine allows agents to instantly search through more than 600 annuities. Every detail is displayed so that agents can carefully evaluate and compare between products. Nearly every feature of every product is search ready so you can look at issue age, state approval, commission, income rider rates, caps, fees, waivers, etc. and find the best options in just seconds. The products are displayed in the same way allowing agents to learn new products in a fraction of the time it normally takes. It s like an agent designed it. 2

4 Carrier Analysis Our reporting system allows any user to pull up one or multiple insurance companies evaluating their ratings, COMDEX ranking, Risk Based Capital Ratio, bond portfolio performance and information on any non-performing assets. This system can get extremely detailed and the comparisons may provide agents with the competitive edge they need. This area also provides agents with a list of contact information, web addresses, etc. for all the insurance companies we support. 3

5 Know your numbers! Production Tracking and Hierarchy Management SuperAgentTools.com (SAT) automatically tracks the production activity for each agent. If an agency or wholesaler has sub-producers, SAT displays production from the top of the hierarchy down so you can view the sales made by each agent. This is great for anyone seeking to manage their personal production and understand where their sales are coming from including pie charts identifying how much business is going to each company you represent. With your infrastructure in place, you are now ready to systematize, scale and expand the profits of your firm. Now, we are ready to capitalize on aggressive marketing strategies. 4

6 Illustration Tools SAT has developed numerous concept based illustration tools that allow agents, agencies and marketing firms to rapidly and accurately display winning sales ideas. These range from income planning, tax-deferred benefits, to Roth IRA Conversion and more. We also allow comparison between the industry s leading income rider quotes all in one location thus saving an amazing amount of time. As new opportunities arise, new calculators are developed. It is an ever changing and improving conduit of presentation power for you. 5

7 On Demand Advanced Training Annuities, Life Insurance, Final Expense & More The system is regularly updated with planning and sales training ideas and techniques. Tap into the best sales presentations from America s best producers whenever and wherever you like. Learn advanced planning and innovative income strategies in just a click. Our animated narrated agent training center is highly authoritative and loaded with all the winning ideas that get money moving. Choose from Annuity, Indexed Annuity, Universal Life, Indexed Universal Life, IRA Planning, Final Expense, Alternative Strategies and more. This area is used most aggressively by some of the leading agents in the industry and it is constantly improving and growing. Remember, knowledge is power! Product Specific Training Once you have the leading sales ideas captured, dive deeper. We have hours of insurance company product specific training on the leading annuity and life insurance products in the U.S. Combining this area with our product search engine accelerates your learning curve and keeps you producing at a greater pace. 6

8 Seminar Systems We have multiple seminar systems with more arriving soon. These one-hour workshops have had extensive success. Again, you can watch, listen and rehearse so you can perform as a seminar expert. Our handouts have been designed to convert people from attendees to appointments and our seminars are compliant and highly successful. All materials are just one click away. 7

9 Consumer Presentations After learning the best concepts and products, you are now ready to make a great presentation to your client. Our consumer presentations are down load ready or better yet Step into the future! Everything we produce is tablet (or ipad) friendly so you can actually use these presentations as you swipe from one slide to the next. Feel free to zoom in on important aspects of your presentation or pivot between our calculators and your presentation for an interactive and engaging experience for your client. This is a WOW moment that will set you apart from any representative they have ever met before. Perform fact finding and provide sales solutions all from your single entry point at SAT. This provides a seamless way for you to run your business in concert with our Client management system (CMS) tool. The SAT CMS module will put all your client data at your fingertips allowing you to run your company from any location (even from your tablet, laptop or the computer in a hotel lobby). 8

10 Rehearsal Zone Not sure what to say during the presentation? Go back to our training center and watch and listen for what to say and when to say it. Keep rehearsing until you get it right. Forms & Literature This storehouse contains links to company supplies along with game changing sales and fact finding forms, consumer pamphlets, sales brochures and the Single Call to Action Newsletters. Advanced Markets Resource Our advanced markets research center gives you fingertip control to find some of the toughest answers on advanced planning cases. Retirement planning, charitable giving, taxation, business planning, estate planning, it just goes on and on. Leads and Marketing We provide direct information on the top lead generation firms in America including negotiated discounts for SAT users. Find out about the leading drip marketing literature you can tap into when you are ready or get a cut rate on your own custom advisor website. SuperAgentTools.com is constantly updated so it is never a step behind. The idea is to have it become a permanent, valuable part of your daily infrastructure so that you can perform with greater accuracy, speed and profitability. The system has proven to reduce costs in time and human resources. It has also proven to increase productivity and access to high revenue knowledge to expand sales. 9

11 Client Management System (CMS) Data mining, multiplying your message and referral networking all leverage your use of time. Managing your business while trying to produce is a common struggle for talented and motivated producers. You are great at building relationships but all the work before and after the sale keeps you from developing the best relationships you can with your clients. Our SAT CMS comes to the rescue making your data management simpler and tailored to the needs of a financial services professional. Best of all, we have included certain metrics - built in activities and solutions used by the most effective agents in the nation. Mimic the behavior patterns of the most productive agents and see your company steadily accumulate mass, activity, sales and profits. Marketing and lead generation prior to the sale requires a systematic approach that drives a consistent supply of new client opportunities. Following the sale, the client s data must be properly captured, tracked and used as a resource for additional opportunities and referrals. Agents need a complete technology solution allowing them to max-out their performance systematizing every opportunity that can be squeezed from their client list, no matter how large or how small. The SAT CMS works perfectly with our SuperAgent IMPACT Marketing Package tying in your messaging with your data mining. Through this technology solution, agents can consistently build mass and make positive, consistent and profitable contact with potential and existing clients. 10

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