Financial needs analysis.
Aligning criteria is one of the pain points of insurers.
Without the right tools, insurance agents have to rely on their own experience to decide which product suits each customer better.
This represents two big issues. The first one, different criterias and opinions between agents; and the second, the level of expertise of each agent which may lead to promote a product the agent is more familiar with.
FNA MODULE, THE EFFICIENT WAY TO
UNDERSTAND YOUR CUSTOMERS
Each customer is unique. AgentMate FNA Module allows you to understand your customers’ requirements thoroughly and respond accurately.