The Vantis V8 helps you sell our straight-forward, competitive life insurance and annuity products using a proven, comprehensive marketing and promotion strategy. We will work with your team every step of the way, providing the necessary tools, training and techniques to help you implement a robust, successful life insurance and annuity program in your financial institution. Working together, we can help your sales team add recurring fee revenue directly to the bottom line.
Vantis Life will work with your team to establish an effective goal program - contests, incentives and rewards - that will help you meet your sales and fee income targets
Vantis Life will show you how to create an effective program that leverages in-branch non-licensed employees and the inherent need to protect HELOC, mortgages and other loans generated at your institution.
Vantis Life will work with your compliance and marketing managers to help you create and sustain awareness of the availability of life insurance within your institution.
Vantis Life will work with your marketing, compliance, and online site management to create a direct mail and web-based lead program (where appropriate).
Vantis Life can help you create a comprehensive communication program for employees and customers that increase the awareness that life insurance is a viable product at your institution.
Vantis Life's exclusive AgentWebsm system makes it fast and easy for your licensed employees to sell life insurance. Our Internet based system features online quotation and e-application functionality as well as real-time access to underwriting status. Reps can even get instant approval on simplified issue applications and will have 24-hour access to application and policy information. If your institution or state has customized forms, they can be automatically printed with each application. Fast, simple, error-free.
Vantis Life's experienced wholesalers provide this support and more. Working one on one with your agents, they provide new product introductions, technology updates and schedule regular meetings to keep your team focused on sales goals.
Vantis Life provides comprehensive training and skill development that helps your licensed agents increase their "comfort zone" and sell more life insurance and annuities. We'll show them how to raise the topic of life insurance and effectively handle any objections that arise. Hands-on classroom and "Webex" training sessions will round off your employees' professionalism and increases productivity.