All The Right Information, Right Where You Need It.
The LI Wizard gathers client information including client’s age, income, and current insurance coverage.
Users can compare an expanded selection of life insurance types.
Analyzes and Calculates Needs
The engine analyzes and calculates the size and mix of insurance that a client may need.
Reason Text™ makes RightBRIDGE different.
One highly desirable feature of RightBRIDGE is that it provides robust client-specific text that assists an advisor in communicating how a specific insurance type configuration meets the client’s needs. Reason Text™ also describes for the client and future heirs a disciplined approach used to determine suitability.
In addition to capturing the basic information regarding the client the LI Wizard helps to identify the specific needs for insurance. The input screen allows the advisor to quickly select the areas of need for life insurance.
Step One: Fact Finding
The LI Wizard gathers client information including client’s age, income, and current insurance coverage
A Word from Our CEO
"After successfully deploying the RightBRIDGE Annuity Wizard to 50,000+ advisors CapitalROCK has developed a Life Insurance Wizard to assist with the sale of insurance much like the Annuity Wizard assists with the sale of annuities. Many of our Annuity Wizard clients asked us if we had a similar solution for life insurance and several assisted us in the development of the Life Insurance Wizard"
- John Hyde
The Life Insurance Wizard Difference
Reason why the Life Insurance Wizard is different than other software options
Reason 1: Reason Text
Reason Text gives the financial professional detailed dialogue to present to their (client) based on the data that has previously been entered.
Reason 2: Side By Side Comparison
Side-by-Side Comparisons allow financial professionals to view and analyze selected annuities and sort based on features and costs.
Reason 3: Printed Reports
The report captures the client data used in the analysis as well as selected annuities complete with reason text for each annuity and a comparison chart of the annuities selected