The Lansare Annuity Report
Lansare has created a monthly subscription that makes it easy for banks, brokers, and insurance carriers to view key details on in-force annuity policies. Here is what you recieve with your Lansare Annuity Report subscription:
In-Force Reporting
In talking to many of the banks and brokers that sell annuities we've been told that managers don't have easy access to key sales data. This can be past performance by product and carrier or annuity policies that may be nearing ex-surrender dates. The Lansare Annuity Report provides all of these details without harassing your IT department for the data.
Examples:
Balance Forward
View Changes in total annuity policy values on your entire book, by product and carrier.
Commission and Premiums
View comparisons month-month, quarter-quarter, year-year based on product, carrier, and agent.
Event Based Reports
When we ask bankers, brokers, and carriers whether they follow-up on annuity policies that are reaching ex-surrender dates, the answer has been a resounding 'no'. When we ask the same audience whether they would like to be the answer is always 'YES'. Whether you want to conserve an existing policy by helping your client perform an exchange or find cross-sell opportunities in your annuity data the Lansare Annuity Report will help you. Here are the reports:
Examples:
Life Event Report
View Policies that have undergone beneficiary changes, address changes, death of insured, and birth date milestones of dependants, annuitants, and beneficiaries.
Policy Events Report
View policy anniversary dates, 1035 exchanges, policy surrenders, changes in systematic deposits and withdrawls.
Need Custom Annuity and Life Insurance Data Reporting?
Learn more about Lansare's world class on-demand reporting platform. Our team of experts can create a custom set of reports in just weeks.
Learn More About Our Reporting Platform
Where do we get the data ?
Lansare has well-established relationships with annuity data provides such as the DTCC and DST Systems. If your institution is aleady a member of one of these groups we can provide you reporting in less than a week. If you're not a member Lansare will refund you a portion of your membership fee if you sign up for the Lansare Annuity Report.
To Speak to Our Team About Receiving The Lansare Annuity Report for Your Group
Please Complete the Form Below:
Trust Lansare
Relying on almost ten years of experience working with annuity data we have assembled five critical management reports.
Why Did We Create This Report?
We wanted to provide banks, brokers, and carriers an easy way to view key data on their in-force annuity policies without relying on internal IT or slow external data reporting.
How Do I Sign-Up?
Simply give us a toll-free call at 1-877-204-0148 and we will be happy to help you.