Access Sales Portals

Contact Us
Request a Demo

 
Keep Marketing and Sales Information
Current, Relevant, and Easily Accessible.
 

Sales organizations across the board are challenged with keeping marketing and sales information current, relevant, and easily accessible. Product and sales managers are constantly battling the risk of outdated information in the hands of their salespeople--and salespeople struggle with quickly finding the right information, at the right time.
 
Access Sales Portals offer one location for sales teams to access marketing, sales, and education information. By creating specific portals for individual products or practice groups, organizations can better align specific policies, education, and compliance more closely with product and sales process information.
 
Contact us to learn how Access Sales Portals can help your organization.
    

Sample Portals

  1. ANNUITIES
    ANNUITIES
    0
    The Annuity Portal is designed to provide Financial Advisors, Supervisors, Compliance staff, and Product Support Teams with readily available information and resources associated with the sale and administration of annuity products.
  2. HIGH-NET-WORTH
    HIGH-NET-WORTH PRACTICE PORTAL
    2
    The High Net Worth Portal provides Advisors with content and resources designed to better serve the unique needs of high net worth clients and their families and grow their practice by attracting new clients and managing their practice more efficiently.
  3. COMPLEX PRODUCTS
    COMPLEX PRODUCTS
    1
    The Complex Products Portal is a comprehensive online solution that provides Advisors and Supervisors with fundamental knowledge and up-to-date information regarding complex products and related sales practices.