Solution benefits for Distributor Relationship Management

Improve agent retention and increase loyalty

This solution empowers your agents to be more productive by making data available through familiar tools accessible on any device and providing the support they need for relationship management.

Stay informed on agent performance

Forging better relationship management of your customers starts with your agents in the field. Develop relationships with your strongest performers, while enabling real-time insight into sales performance across the broker network.

Help agents sell more with new leads

With this solution, you can successfully target brokers with profitable accounts and cross-sell products to them. Help agents increase revenue by providing customer insight through familiar tools—anywhere, anytime.

Improve adherence to industry regulations

This solution helps you mitigate risk by monitoring agent activity to ensure compliance with industry regulatory standards. Review sales reports and identify inconsistencies that may require investigation.

Customer story

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