Sales Solutions
The Lansare Report
Life events, policy events and changes in the client relationship are untapped sales opportunities! The Lansare Report is a simple, yet powerful way to generate sales and service opportunities for your financial advisors. Using our proprietary platform and rules engine, we mine your existing customer contract and demographic data for important life and policy-based events that give your advisors a reason to reach out to clients.
Sample Life Events
- Birth Dates
- Beneficiary Change
- Address Change
Sample Policy Events
- Policy Anniversary Dates
- Change in Systematic Deposits or Withdrawals
- Policy Rider Events
- Out-of-Surrender Dates
The Lansare Report is delivered electronically on a daily, weekly, or monthly basis - depending on your needs. It is also available via a secure website, so advisors have access to their opportunities anytime, anywhere.