iPipeline CIS
Advanced Sales
iPipeline COSS Illustration Suite is the ideal vehicle for selling advanced, high-end market concepts. Advanced Selling steps you through the process with a simple, attractive interface. You will weave compelling presentations that resolve your clients' concerns and help them better manage their businesses, plan for the future, retain key employees, and solve real business problems. You will conduct more business more effectively and more professionally.
Make Every Producer an Expert
The iPipeline CIS of products includes more than 20 advanced concept modules. When combined with the iPipeline illustration system, or one already in use by your company, Advanced Sales allows you to demonstrate how your financial products best meet your clients' needs.
- Advanced Sales provides built-in training on market issues, taxation, and software procedures.
- Overview summaries introduce each compliance-approved concept.
- Reports display the analytical detail required by accountants, attorneys, and outside advisors.
- Presentations combine the overviews and reports into a logical, easy-to-understand action plan.
Moreover, our Advanced Sales modules are extremely easy to use. All you have to do is fill in answers to the topic questions, and the resulting values from the underlying illustrations and advanced sales calculations flow through overviews, reports and presentations.
View information on implementation and training.