Lansare provides web-based monitoring and research tools to broker dealers, insurance carriers and other distributors of variable annuities. Our expertise in annuity data from the DTCC or otherwise allows us to easily provide both ongoing monitoring services as well as ad-hoc report creation across a multi-product, distributed sales network.
Simple, Flexible Tools for Post-Sale Compliance and Surveillance Activities
- Monitor sales to seniors at the advisor, branch and firm level.
- Conduct Age-based analysis of your entire portfolio.
- Identify homogenous, “cookie cutter” sales practices.
- Monitor product exchange activity.
- Compare Advisor and Branch activity to firm averages.
- Analyze and compare concentration ratios by carriers, product, advisor, and branch.
Example Monitoring Scenarios
- Advisor Product Concentration.
- Average Age of Customer by Product/Advisor/Branch.
- Product / Owner Age Comparison.
- Exchange Concentration
- Age Analysis by Advisor.
Features
- Create custom reports on-the-fly from DTCC data files including FAR, PVF, and COM
- Routinely monitor potential compliance issues with custom alerts and notifications
- Utilize drill-downs and ad-hoc search tools for pinpoint analysis
- Export data to Microsoft® Excel for detailed analysis
Join A Discussion:
We would enjoy the chance to learn about your needs and explain the benefits we provide. Please fill out the form below and Andy from Lansare will get in touch with you immediately.