Can you predict how much premium
you'll bring in this year?
Here's how Advisors Excel increased their premium by $1.2M in 12 months...
- They know when their case managers haven't touched the case in 4 days
- They know when trending business begins to decline – so they can quickly investigate and take real-time action
- They know what their real cycle time is with carriers
- They know which 3 agents slowed their average cycle time down by 5 days last quarter
Advisors Excel can analyze life insurance annuity cases, quotes, and e-Apps – faster and easier – by integrating iPipeline’s InsureSight Data Factory, powered by data cloud company Snowflake, with their customer relationship management (CRM) system to obtain streamlined data.
Want more info? Join our upcoming webinar
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Ryan Fickel
Chief Technology Officer,
Advisors Excel
David Libesman
VP of Data & Analytics,
iPipeline
Kieran Kennedy
Head of Data Marketplace, Snowflake
Emerging Data Trends Shaping Insurance and Wealth Management
Tuesday, June 28th | 4 p.m. ET
Hear from these industry experts as they discuss how digital processes can help you scale the data architecture marketplace to centralize your data in one place – and provide you with a 360-degree view of your customers while driving efficiencies and turning insights into wallet share.