June Update: Centralized Workflow & Find Best Annuities Faster
You talked, we listened. And then we coded. A lot. The result? A suite of powerful updates designed to completely overhaul your daily workflow and shave hours off your week. We've transformed the platform into the intuitive co-pilot you've always wanted, from a client hub that does the organizing for you to a search so smart it should have its own diploma. Let's get to the good part.
Your New Command Center: The Client Profile
Think of the Client Profile as your new mission control. We've rewired it to be the central hub for your entire workflow, so all your systems are finally on speaking terms. Every illustration, simulation, and piece of progress is now automatically saved and visible right on the client's profile. That nagging feeling of "Now, where did we leave off?" is officially history.
This unified command center gives your sales process superpowers. Your dashboard offers a bird's-eye view of all recent activity, so you can dive back in without missing a beat. We've streamlined the data gathering and annuity selection process, letting you stay focused and efficient. And with a trusty compliance indicator that confirms every saved action, you can work confidently knowing your records are immaculate - effortlessly.
The Marketplace Just Got a Major IQ Boost
Sifting through annuities to find the perfect one can feel like looking for a specific needle in a giant stack of other needles. Not anymore. We've given the Marketplace a serious upgrade, turning it into the sharpest tool in your shed. Meet the new Market Snapshot, your command center for surveying the entire annuity landscape at a glance. Instantly scope out options for Lifetime Income, browse more indices than ever, and explore the brand-new section for Bonus Annuities.
We didn't stop there. For the first time, you can now view and sort FIAs by commission, giving you a critical piece of the puzzle right from the start. Better yet, the Marketplace now has a memory - every filter you use is automatically saved to the client's profile, and it even remembers the last tab you visited. It’s the smarter, faster, and frankly, more enjoyable way to conquer the market.
Your Sales Story, Supercharged: The New Retirement Simulator
Let's be honest, showing is always better than telling. That’s why we’ve transformed the Retirement Simulator into your new secret weapon for client conversations. It lets you visually pit the stability of an annuity against the wild rollercoaster of the market, turning abstract fears into a clear, compelling story of safety. This isn't just about numbers; it's about showing clients, side-by-side, exactly how their principal stays protected and their future stays bright.
We’ve also demolished the wall between researching, comparing, and illustrating. Your entire sales funnel is now one seamless flow. Pluck any annuity from the Marketplace, instantly model it as a scenario in the Simulator, and jump straight to a full illustration in just a few clicks. It’s the most effective (and, dare we say, fun) way to build a rock-solid case for retirement solutions, faster than ever.
The Search Bar That Actually Gets You
We’ve all been there: you’re moving fast, a typo sneaks in, and your search results page becomes a digital ghost town. We figured you have better things to do than fight with a search bar, so we gave ours a major intelligence upgrade.
Our new Smart Search is so forgiving, it should probably be a saint. It's designed to understand what you meant to type, gracefully handling missed letters, wrong characters, jumbled words - you name it. This powerful upgrade is now live across the Annuity Marketplace, all Calculators, and your CRM, so you can search with confidence and get the right results on the first try. Your days of being punished for a simple typo are over.
Instant Official Carrier Illustrations
Jumping between our platform and a carrier's portal to run an illustration is a workflow killer. We know it, you know it. So we fixed it. We're thrilled to announce direct illustration integrations with F&G and Knighthead. Now you can go from comparing products to generating a compliant, official illustration in one seamless motion - without ever leaving our platform.
Ultimately, these updates are all about one thing: giving you back your most valuable asset - your time. We've built a smarter, more unified platform so you can focus on what you do best. We encourage you to log in, take these new features for a spin, and see the difference for yourself. We can't wait to hear what you think.
