AnnuityGateway is designed specifically for carriers looking to increase sales, open new distribution channels, or enhance traditional wholesaling and product relationships. Leveraging the power of the AnnuityNet transaction engine, AnnuityGateway gives carriers the opportunity to extend easy, online annuity order-entry processes directly to any representative, anywhere – right on the carrier’s own website. This provides critical competitive differentiation from both a product and a support standpoint.
Finetre’s AnnuityGateway offers:
- An opportunity to offer registered reps an easier way to sell their products.
- A compelling reason to encourage reps to recommend their product over a competitive product that requires old-fashioned paper forms.
- Ease of use for reps, with seamless pass-through of appointed agents from your firm’s existing website;
- Fully-automated product rule vetting to eliminate NIGO transactions;
- Integrated transmission of application and add-on (subpay) transaction data to your firm’s back-office system;
- Control over who has access to which transaction – and the ability to specify the appropriate functions for each type of user;
- Control of your annuity products with an online system allowing you to load daily updates to:
- Product rules
- Signature-required forms generation rules
- Form content and data population
- The ability to add suitability or other transaction follow-up questions through a special front-end.
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