Here’s how Advisors Excel increased their premium by $1.2M in 12 months…
They know when their case managers haven’t touched the case in 4 days
They know when trending business begins to decline – so they can quickly investigate and take real-time action
They know what their real cycle time is with carriers
They know which 3 agents slowed their average cycle time down by 5 days last quarter
Advisors Excel can analyze life insurance annuity cases, quotes, and e-Apps – faster and easier – by integrating iPipeline’s InsureSight Data Factory, powered by data cloud company Snowflake, with their customer relationship management (CRM) system to obtain streamlined data.