Insurance Technologies, LLC, a provider of sales automation solutions for the financial services industry, announced today the successful implementation of their annuity sales and research platform, VisibleChoice®, for Capital Investment Companies. VisibleChoice provides Capital Investment Companies Advisors a userfriendly solution to easily compare annuity benefits and features side by side from multiple
carriers, to make quick suitable annuity sales.
After performing a thorough assessment of multiple annuity comparison software solutions, Capital Investment Companies selected VisibleChoice for its advanced technology, user-friendly interface, easy access to accurate annuity information including historical data, and its single sign-on integration capabilities through their in-house portal.
With anytime access to Variable, Fixed and Fixed Indexed annuity product information including, but not limited to, shares class, income benefits, withdrawal benefits, carrier ratings, underlying fund fact sheets, actuarial reviewed feature and rider descriptions and FINRA reviewed reports, Capital Investment Companies Advisors will be able to make product recommendations that meet
their clients’ needs quickly and easily. Whether it is a new annuity sale or a 1035 exchange sale, Capital Investment Companies Advisors will have real time product information, risk tolerance and suitability questionnaires, and the tools they need to provide confident financial advice to their clients, expediting and enhancing the sales process for all involved.
“By implementing VisibleChoice, our Advisors will be able to provide the financial advice and support to their clients quickly while efficiently managing suitability and record keeping processes,” said Bill Nicholson, Principal, Capital Investment Group part of Capital Investment
Companies, Inc. “VisibleChoice provides our Advisors the technology and features to heighten their sales processes while expediting the home office review process.”
“Insurance Technologies is excited to provide Capital Investment Companies Advisors a wealth of product information in an easily accessible system with VisibleChoice,” said Steven Acosta, Vice President of Sales, Insurance Technologies. “To be able to provide Capital Investment Companies a solution that enables their Advisors to serve their clients more resourcefully while managing the suitability and record keeping challenges they face today is truly an honor.”