6 ways RightBridge® helps your advisors to sell more...
RightBridge® is a powerful sales
tool for financial advisors. The RightBridge sales engine consistently evaluates
an advisor's book of business and identifies needs based up-sell and cross-sell
opportunities. More importantly RightBridge identifies and communicates WHY
the client has a need for the product, helping advisors Sell MORE™.
Why is RightBridge Different? – Reason Text™
Client's buy when they have a specific problem or need and understand WHY your product
solves the need. The agent or advisor needs to be able to communicate the need and
solution clearly to their client. RightBridge is the only sales tool that communicates
WHY through detailed Reason Text™.
RightBridge® Delivers Suggestions Directly to the Agent or Advisor.
RightBridge® constantly analyses a client’s data against a robust rules engine.
It surfaces the top opportunities to a sales widget in a portal, dashboard or CRM
system.
See systems we integrate with.
Book of Business Marketing
RightBridge helps advisors to identify and rank the most promising 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.
