Annuity Analytics

Real-time data analytics for sales and marketing intelligence

Lead Data

• Real-time contact info for follow-up with agent/advisor
• Demographic data of the client use case of the lead
• A lead score based on customizable criteria

Traffic Data

• General usage information
• General time trends
• Impact on traffic in light of campaigns
• App-level and campaign-level ROI

Demographic Data

• Access at granular level
• Evaluate against target demographic
• New targets to market
• Product suitability in demographic data

Advance Analytics

• Infer advisor or agent match / scoring
• Correlations
• Collaborate with carrier for customized queries