Annuity Market Assessment
Sales & Market Intelligence
that Helps Sell Annuities
Predictive analytics are designed around the ultimate source of annuity production: Today's annuity buyer. This enables marketers and distributors to identify and manage relationships that have the capacity and market position to deliver production gains quarter-to-quarter:
1. What is the underlying annuity
production potential for:
- An advisor's practice
- A distributor's advisor network
- A territory or geographic market
2. Which territories, distributors, and
advisors have markets that:
- Have immediate growth potential for annuity products?
- Have high potential markets that are highly
3. Provide a framework for marketing, distribution
leadership, and wholesalers to allocate,
target, and monitor:
- Products, production, and share by:
- Relationships - Geographic markets
- Marketing program performance and ROI
Advisor Annuity Market Dashboard
Annuity Market Assessment integrates IAP's Empirics metrics and DTCC's annuity inflow data to provide new marketing and wholesaling solutions.
Analytics that Support Leadership, Marketing, Wholesaling, and Producers
Annuity Market Assessment provides a new way to analyze and segment markets: The focus is on the size of the production potential and the industry's market penetration, not historical market share.
The data readily integrates with existing wholesaling and marketing solutions, and CRM such as SalesForce. Wholesalers gain localized intelligence to partner with each producer/advisor:
- Broker dealers gain new branch-level business development intelligence
- Marketing obtains new information on immediate opportunities and challenges
- Relationship management gains intelligence on distribution potential/performance
- Producers that have the position and retail markets that can deliver
- Producers with market-relevant content that build brands and relationships
- Retail investors online/offline to drive prospects to your firm's advisors/producers
- Ongoing market intelligence provides the new playbook for annuity production
Contact IAP to discuss your annuity marketing programs and objectives, and how our new solution can provide impact in a matter of weeks.