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ISG Technology

Clients meeting with agent

The Technology

Insurance SalesGuard incorporates features that align with the intermediary business model of wholesale distribution of insurance products. The system offers multiple roles with 42 discrete functions and permissions appropriate for each role.

  • Super Admin (Insurer/IMO/BGA)

  • ​Sub-Admins

  • ​IMO Marketers

  • Agents

  • Clients

       Role-Based ACTIONS

Facilitating Compliance with NAIC Best Interest

  • Understanding the client’s profile, financial needs and objectives.

  • A written record of recommendations

  • A written record of the basis or bases of the recommendation.

  • ​Documentation of all communications with clients, both written and oral.

  • ALL Required disclosures.

Compliance Achievable at Scale

  • Educate clients on key financial and wealth concepts

  • Document all agent-client communications

  • Provide all required disclosure documents

  • ​Record verbal communications

  • documentation and archiving of agent-client meetings

Assess, Analyze, Advise: The Insurance Needs Profiling Process

  • Assess client’s financial needs, objectives and risk tolerance. Determine client’s Insurance Protection Gap®, and Insurance Income Gap®

  • Analyze available insurance solutions to help the client fill gaps and meet financial goals.

  • Advise client on the selection of insurance products and provide a formal report addressing the recommendation

Help Agents Generate More Sales

ROI Boost Logo Black copy.png

"Digital-Assisted Selling provides a technologically advanced an inherently compliant way to engage prospects and clients."

  • Agents  need digital content with the power to transform a prospect's negative pre-conceived notions about annuities and life insurance.

  • Agents need new ways to express the value of annuities and life insurance.

  • Agents need the systems that unlock unrealized  cross-selling potential. 

  • Agents who sell other lines need a way to ignite cross-selling of annuities

  • In May 2020, McKinsey stated:  "We have vaulted five years forward in consumer and business digital adoption in a matter of around eight ."

ROI Boost is the integrated marketing component of Insurance SalesGuard™. ROI Boost proprietary agents' sales through the use of innovative marketing strategies, proprietary sales concepts and exclusive digital content. 

ROI Boost offers DAS- Digital-Assisted Selling, a technological answer that compensates for agents’ lack of competency in areas of insurance selling that are not core to their everyday businesses. In terms of accuracy, balance and quality, DAS supports agents by making “perfect’ sales presentation every time, 24/7/365.

​In May 2020, McKinsey stated:  "We have vaulted five years forward in consumer and business digital adoption in a matter of around eight ."

"Two Principles About Income" educates consumers on the importance of a locked-in guaranteed stream of retirement income.

Timing Risk poses a special financial challenge for "boomer" women. This video demonstrates why the protection provided by an annuity is vital. 

Integrated online meetings.

One-click establishes the recorded and archived  meeting with digital client authorization.

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Diagram of Insurance Sales Guard account types

  • disclosure Documents Management

  • electronic Signature

  • Client Profiling

  • Needs Assessment

  • Product Analysis/Recommendation

  • Communications documentation

  • Client Meeting Recording/Archiving

  • Integrated online Meetings

  • Agent Hierarchy Management

  • Content Distribution  

Role-Based Functionality to Manage Compliance and Innovative Marketing

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