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.

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.

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.

Product Search Engine

Our search engine allows agents to instantly search through more than 1,000 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.

Helpful Calculators

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).

Production Tracking and Hierarchy Management

SuperAgentTools (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.

Consumer Presentations

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.