The RIA market continues to grow along with carrier adoption of offering fee-based products, which require insurance-licensed advisors. So, carriers offering annuity and life products for sale in the RIA market need to work with an in-house or outsourced insurance desk (OID) to manage hand-offs of RIA leads to licensed advisors.
With multiple parties and hand-offs involved, the sales process can become disjointed and inefficient. Both the RIA and the OID must have clear visibility into all aspects of the transaction to best support the needs of the client. Carriers and OIDs need automation to facilitate the RIA-specific processes and workflow activities associated with sales in this market.
This solution is designed to facilitate an automated process from RIA firm onboarding to e-application submission.
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