Increase sales & transform the
client discussion
Boost sales conversions and close more deals with Ensight Sales Stories, a customizable sales & product marketing experience that empowers carriers and distributors with engaging sales playbooks for financial professionals, modernized sales concepts and data insights into point-of-sale activity.
Need more information?
Schedule a demo today!
Core features & Benefits
Grow sales with interactive
“Sales Story” playbooks
Ensight Sales Stories empower carriers and distributors to create and customize their own sales experience. With digital, interactive storytelling, Sales Stories help internal and external sales teams grow life, annuity and LTC product adoption by advisors and clients.
Whether you’re looking to build a new sales concept or enhance product marketing, Ensight Sales Stories gives you the power to design and execute a digital sales playbook tailored to your unique needs and objectives.
Reimagine traditional life &
annuity sales concepts
In the expanding world of financial services technology, today’s generation of financial professionals have new digital expectations for the traditional life, annuity, and LTC sales concept.
Ensight Sales Stories modernize the traditional life, annuity and LTC sales concepts, such as: Reimagine Lifetime Income vs. a Brokerage Fund, Accumulation with Downside Protection, Life Insurance for Retirement Planning (LIRP), Wealth Transfer, Life vs a Taxable Asset, Term vs Perm, Buy-Sell, and more!
Transform carrier product
marketing & sales
effectiveness
Product marketing is shifting to a digital experience game. Move away from static PDF brochureware and deliver new, interactive product marketing experiences on Ensight Intelligent Quote, and through captive channels.
With Sales Stories, insurance carriers can create new digital sales playbooks and financial planning experiences for financial professionals. Deliver the right digital experiences to enable FPs to position the life, annuity and LTC conversation, and close more deals.
Empower wholesalers &
advisors with real-time sales
insights
Today carriers and distributors recognize the value of improving data insights into point-of-sale activity enabling next-best action, timely case follow-up and more closed sales.
Ensight provides real-time insights and notifications into Sales Story engagement to help identify and drive sales activity. Use the Ensight dashboards or integrate sales activity into core CRM systems.
Improve compliance with point
of sale auditability
Fiduciary responsibility and regulation continues to increase on an annual basis, making auditability of point of sale discussions, proposals and presentations critical.
Ensight Sales Stories help carriers and distributors meet compliance requirements through improved data collection for books & records, fully compliant illustration data from carrier calculation engines, and customizable disclosures.
Discover : Presentations
Ensight™ Presentations is enabling a new way for wholesalers and financial professionals to market, educate, and drive case discussions.
Schedule a Demo
Discover how Ensight can transform your Life, Annuities and LTC sales potential with a personalized demo.
