6 ways RightBridge® helps your advisors to sell more...
RightBridge® is a sales tool
driven by a powerful rules engine that identifies all relevant sales opportunities
for clients in an advisors book of business. Using all available client data from
your books and records, compliance, and CRM systems, RightBridge identifies the
most compelling sales opportunities and presents them with detailed reason text
explaining why each suggestion is relevant.
RightBridge® helps advisors know who, what & why!
RightBridge® offers a component for each type of client interaction: The RightBridge
tab is used for inbound calls and sales presentations, while the RightBridgePro
tab is used for outbound or proactive sales opportunities. Both tabs tell the advisor
WHO to call, WHAT sales opportunities are relevant, and WHY the suggestion is appropriate.
RightBridge® Delivers Suggestions at Point of Access.
RightBridge® RightBridge does all of the analysis behind the scenes and loads
the selling suggestions to the advisor in their client management software or daily
dashboard. This way all immediate sales actions are always in front of the advisor.
See systems we integrate with.
Prospecting
RightBridge helps advisors to identify and rank the most promising sales opportunities
Client Interactions
RightBridge helps turn every client contact into a cross-selling opportunity
Client Reviews
RightBridge allows advisors to provide comprehensive client reviews that identify
tailored opportunities for each client
Client Data Capture
RightBridge prompts advisors to update or add missing data
Management Reports
RightBridge provides powerful reports to help optimize sales and focus advisor training
Continuous Training
RightBridge identifies the needs of each client and explains why each need exists
RightBridge® offers a comprehensive solution that provides specific sales opportunities for insurance,
brokerage, banking, and property and casualty. It helps advisors to:
identify
the prospects in their book of business by relevant sales opportunity;
understand
WHY each opportunity is appropriate for the client; and
measure
the results, track the success of each contact, and increase sales.
RightBridge® provides management reports that group sales opportunities by advisor across the company
hierarchy. This helps managers to easily identify advisors that need additional training or focus in order to
maximize sales.
