Finetre.com - Solutions - Solutions For Distributors

Finetre works with broker/dealers and distributors of all sizes and interests. While our industry prowess through AnnuityNet has made annuity support a core market, our LifeSpeed Platform now brings our core competence to term and permanent life insurance. And we're ready to support other financial instruments as well. And through our extensive deep integration with the DTCC and back-office system providers such as ADP and BETA Systems, we are expert in assessment and implementation fit.

Where annuities are featured, Finetre addresses business challenges on two key fronts:

We continuously work to improve the rep’s overall experience and success through improved user ergonomics and status reporting. Our Pre-Sales Kit, which gives brokers an offline environment (when out of the office) that syncs up with AnnuityNet, is a good example of the type of support available only from Finetre.
We also work to improve the distributor’s overall experience by ensuring regulatory compliance – which we hold as sacred, since it is the underlying basis for integral rep and firm success. In addition to the suitability questionnaire and optional and automatic compliance reports and features built in to AnnuityNet, we also offer distributors our Integrated Suitability Program – a comprehensive review of your entire compliance environment that capitalizes on all of our industry and regulatory experience.

Regarding life insurance, we've automated the application process – including both Parts A and B. Instead of reams of paperwork, users now have a convenient, easy-to-use electronic format – reducing operational costs and increasing sales cycle speed and volume. LifeSpeed reduces policy issuance times, eliminates errors and Not In Good Order problems, and electronically routes applications to the appropriate parties for underwriting. Complex paper forms which delay and derail policy sales – and create a poor rep experience – are eliminated. And reps can track the progress of their apps by reviewing case status in real time.

Finetre works with clients through a variety of forums, with our Distributor Advisory Working Group being an important touch point for ongoing tactical operations development.

Finetre’s order-entry technology makes processing transactions simpler and more compliant – which means less risk, less paperwork and more sales opportunities. Applications are processed both efficiently and properly – leading to a much higher rate of successful sales. This means increased revenue opportunity for top sales producers – many of whom are now demanding automated order entry systems in the their existing offices.

For more information, please click here to contact us.



Solutions For Distributors Finetre works with broker/dealers and distributors of all sizes and interests. While our industry prowess through AnnuityNet has made annuity support a core market, our LifeSpeed Platform now brings our core competence to term and permanent life insurance. And we're ready to support other financial instruments as well. And through our extensive deep integration with the DTCC and back-office system providers such as ADP and BETA Systems, we are expert in assessment and implementation fit. Where annuities are featured, Finetre addresses business challenges on two key fronts: We continuously work to improve the rep’s overall experience and success through improved user ergonomics and status reporting. Our Pre-Sales Kit, which gives brokers an offline environment (when out of the office) that syncs up with AnnuityNet, is a good example of the type of support available only from Finetre. We also work to improve the distributor’s overall experience by ensuring regulatory compliance – which we hold as sacred, since it is the underlying basis for integral rep and firm success. In addition to the suitability questionnaire and optional and automatic compliance reports and features built in to AnnuityNet, we also offer distributors our Integrated Suitability Program – a comprehensive review of your entire compliance environment that capitalizes on all of our industry and regulatory experience. Regarding life insurance, we've automated the application process – including both Parts A and B. Instead of reams of paperwork, users now have a convenient, easy-to-use electronic format – reducing operational costs and increasing sales cycle speed and volume. LifeSpeed reduces policy issuance times, eliminates errors and Not In Good Order problems, and electronically routes applications to the appropriate parties for underwriting. Complex paper forms which delay and derail policy sales – and create a poor rep experience – are eliminated. And reps can track the progress of their apps by reviewing case status in real time. Finetre works with clients through a variety of forums, with our Distributor Advisory Working Group being an important touch point for ongoing tactical operations development. Finetre’s order-entry technology makes processing transactions simpler and more compliant – which means less risk, less paperwork and more sales opportunities. Applications are processed both efficiently and properly – leading to a much higher rate of successful sales. This means increased revenue opportunity for top sales producers – many of whom are now demanding automated order entry systems in the their existing offices. For more information, please click here to contact us.	Solutions Distributors Carriers AN3 Virtual e-Signature Solution
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