The Annuity Data Feeds consist of the following components.
- Annuity Data Grids
There are five annuity data grids and state specific quoting; CD Type or Multi Year Guarantee, Traditional Fixed, Equity Index, StepRate and Tax Sheltered. Each Grid provides Company Ratings, Product Description and a lead capture page, "Request Broker Kit". (see Recruiting and Broker Management) All interest rates are updated daily as interest rate and or product changes are received. Forward looking rate changes are posted by new effective date giving brokers notice of pending rate changes.
You select only those companies you want to display in your web site.
We have loaded "street level" commissions and you have the ability to change commission for any product you chose.
- State Specific Quoting
Brokers can lookup which products are approved for sale in any state and project account values at the end of the term.
- Administrative and New Business Forms
Forms are available for each product and are state specific. Forms can only be downloaded if the product is approved for sale in the state selected.
- Recruiting and Broker Management
When a brokers requests a "Brokers Kit" you are emailed the request directly, all emails are sent to the email address you entered in your registration. In addition all requests are "captured" in your database and the database is coupled with an email program. You can also upload existing broker data into you database. A convenient way to send interest rate changes and PDF Spreadsheets.
- Annuity Data Grids in PDF Format
Each annuity data grid is available in a PDF format which may be emailed the agents in your database or displayed as part of you web site for easy downloading.