Annuity & Life Replacement Analysis demo
Old contract and new, side by side: what the buyer gains, what they give up, and what it costs them to switch. 1:14
What the demo shows
A replacement review solution for life and annuity carriers that sets old contract beside new.
Six agents read both contracts, the statement and the forms the moment a replacement packet is complete, set old beside new row by row, and price every benefit the buyer would give up, so the principal sees the net gain or loss in dollars, inside the review window, and decides and signs.
Transcript
- Annuity & Life Replacement Analysis sets a buyer's old contract beside the new one for life and annuity carriers.
- When buyers switch, nobody prices what they give up.
- Eleanor Vasquez, 67, is moving $209,000 from a 2001 annuity.
- Six agents read both contracts and cite every figure to its page.
- Each row is priced, given up on the left, gained on the right.
- her old 4% guaranteed rate is priced $38,000 given up the bonus adds 17,000 so on guarantees she is
- 23,000 behind and it is her second exchange in 22 months claire returns it with the price comparison inside the review
- window built on Botminds agents data screens and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.