Banks, Broker/Dealers, MGA's
Annuity Rate Watch provides MGA's, Banks and Broker/Dealers with our
innovative
Analysis Tools
and extensive
Product Database.
But we also provide much more. As an MGA, Bank or Broker/Dealer you can
incorporate our system into your web site. We have designed two
"data feeds" to support and inform banking your customers and for the MGA's and Broker/Dealers to recruit brokers.
Annuity Data Grids
New Business Forms
Hypothetical Fixed Index Annuity Illustration System
You have administrative control over what companies and what products are shown. You can also recruit and manage your own database of brokers including managing access and sending batch emails.
Add to your Existing Website
We have developed a simple "cut and paste" method of adding our capabilities to an existing website. Simply register and create your account. We will immediately provide you with a unique URL to include in your website. That's all there is to it, your web site will be running our data feeds and analysis tools.
Annuity Data Grids
There are five annuity data grids and state specific quoting; CD Type or Multi Year Guarantee, Traditional Fixed, Equity Index, StepRate and Tax Sheltered. Each Grid provides Company Ratings, Product Description and a lead capture page, "Request Broker Kit" or "Request Information". (see Recruiting and Broker Management below) All interest rates are updated daily as interest rate and or product changes are received. Forward looking rate changes are posted by new effective date giving brokers notice of pending rate changes.Our database includes products specifically designed by insurance carriers for the Banking Community. This allows banks to select only those annuity products which met the specifications required by you bank to be included in your data feed.
New Business Forms
In our extensive forms library your brokers can find forms for new business,
licensing and policyholder support.
Our Forms Tool finds forms by Company, Product, State Approval, Form Type and preselect those forms
which are required to write new business. Forms can be be printed from your
desktop or packaged in a pdf file and emailed to brokers or prospective clients.
Hypothetical Fixed Index Annuity Illustration System
Recruit more brokers by allowing them to run hypothetical fixed index annuity illustrations on your website. When you register with us, we will create a link for your organization that you place on the homepage of your website.Each broker who would like to run a hypothetical illustration or compare up to 20 products is required to register. When the broker registers you get an email stating that the "broker" would like to run illustrations for the following companies. (Selected from the companies you have chosen.)
Through administrative access to your account you can "select" those companies which the broker can run. You have control over who has access and what companies products they can illustrate.
By logging into your account you can see in "real time" what companies the broker is using and how many illustrations each broker has run.
Administrative Control
You select only those companies and products you want to display in your web site.
We have two versions of our data feed: with or without commissions. You can chose
one or the other.
Broker Recruiting and Management
Brokers will request access directly on your web site through a page we provide. You are notified by email with a link to the Broker's profile. Approve the Broker's access and specify which companies he/she will be able to access. Send email blasts to brokers and quickly add many brokers to your database using our easy file upload.
