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Monthly Title Review
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| Title
- NaviSys Front Office |
| Author
- NaviSys |
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Short Description
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| Offers
unmatched customer sales experience to producers, policyholders
and home office staff alike. As a provider, you can also look
forward to streamlining your sales and service, completing illustrations,
quotations and applications quickly, closing sales in record
time, and building lasting customer relationships. |
| NaviSys Front Office Download |
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| - SunGard Insurance Workstation |
| SunGard Insurance Workstation
Description |
SunGard Insurance Workstation is the result of a joint effort between SunGard Insurance Systems and SunGard Online Investment Systems. Through this unique combination of proven solutions, SunGard is able to offer a powerful, Web-based platform that provides a complete front-office sales solution for both insurance representatives and financial advisors.
SunGard Insurance WorkStation guides a sales presentation by providing the theory, analysis and recommendations used to identify a clients needs. Presentation results feed directly into the illustration component, which provides the numbers, narrative, graphs, compliant illustration, and the electronic application all in real time! The systems intuitive screens and narrative are designed specifically to assist the new user or prospect. The graphic charts and professional quality reports satisfy the demands of todays experienced advisor and exacting client. |
| - SunGard Insurance Workstation
Download |
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