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Insurance Technologies Releases VisibleChoice V 2.0

The newest version of the annuity sales and research solution includes enhanced reporting, search and comparison features, and user-friendly workflow, according to the vendor.

Insurance Technologies, LLC (Colorado Springs, Colo.) has released version 2.0 of its VisibleChoice annuity sales and research solution, with what the vendor characterizes as enhanced features and added capabilities.

VisibleChoice provides advanced sales and research capabilities including access to over 1200 variable, fixed and fixed indexed products from 282 carriers including real time product availability and historical product information for 1035 Exchanges, according to an Insurance Technology statement.

Version 2.0 also includes FINRA reviewed reports, enhanced reporting including A.M. Best Carrier Ratings, Lipper Underlying VA Fund Fact Sheets, actuarial reviewed benefit descriptions in layman's terms. Enhanced management features include flexible search and filter options, such as selecting by annuity name, and search and selection by multiple product or benefit features; built-in financial and risk tolerance questionnaires; customizable exchange questionnaires, SalesDeskConnect to request carrier illustrations; FINRA rule 2330 support; multiple side-by-side comparison options and friendly user workflow, according to the Insurance Technologies statement.

The vendor asserts that, with the above features, advisors and broker/dealers have all the capabilities they need to compare product features side by side in the manner that best fits their selling practices while reducing compliance risk and increasing sales suitability and productivity.

Anthony O'Donnell has covered technology in the insurance industry since 2000, when he joined the editorial staff of Insurance & Technology. As an editor and reporter for I&T and the InformationWeek Financial Services of TechWeb he has written on all areas of information ... View Full Bio

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