The Lansare Report
Life events, policy events and changes in the client relationship are untapped sales opportunities! The Lansare Report is a simple, yet powerful way to generate sales and service opportunities for your financial advisors. Using our proprietary platform and rules engine, we mine your existing customer contract and demographic data for important life and policy-based events that give your advisors a reason to reach out to clients.
Sample Life Events
- Birth Dates
- Beneficiary Change
- Address Change
Sample Policy Events
- Policy Anniversary Dates
- Change in Systematic Deposits or Withdrawals
- Policy Rider Events
- Out-of-Surrender Dates
The Lansare Report is delivered electronically on a daily, weekly, or monthly basis - depending on your needs. It is also available via a secure website, so advisors have access to their opportunities anytime, anywhere.
Management Reporting
Get smart about your existing book of business. We make your existing data available on-demand via web browser, so you can review and analyze your entire book of business anytime, anywhere.
- Analyze your book by product, carrier, advisor
- Review premiums, commissions and transaction activity across your entire book
- Roll up and drill-down reporting, with ad-hoc analysis capabilities
- Dashboards, charts, scheduled reports, and custom portfolio analysis available
- Tailored to your existing sales hierarchy, such as territory, branch, group, and advisor.
Our technology platform and expertise enable us to cost-effectively add custom events, alerts and workflow to seamlessly integrate with your existing sales strategy or proprietary selling methodology.