RightBRIDGE Sales Intelligence System
RightBRIDGE Campaign Service
RightBRIDGE Product Specialist
RightBRIDGE Web
The RightBRIDGE Annuity Wizard uses the same business analytics engine to determine
the relevance of specific annuities for a clients needs and objectives
RightBRIDGE Annuity Wizard Summary
RightBRIDGE Annuity Wizard Summary
In the same way RightBridge identifies the best sales opportunities in a rep’s book
of business the Prospecting Module can identify and facilitate productive, intelligent
and systematic prospecting.
- Quick Entry
- Automatic Upload
- Prospect Scoring
- Call List
RightBRIDGE is a needs-based sales intelligence solution driven by a powerful suggestion engine that identifies all relevant opportunities for clients in a financial professional's book of business. RightBRIDGE sifts through the entire prospect and client base and identifies the most compelling opportunities and more importantly presents them with detailed reason text™ explaining why each suggestion is relevant.