When advisors use Fieldtech, NIGOs go down dramatically and our case managers can focus on delivering for the customer rather than chasing down data errors.Christina Schoenig, New Business Analyst
Fieldtech is where I start and end every day with my team. The information I get each morning gives me what I need to prioritize my client outreach and make the most of my and everyone’s time.Stefan Greenberg , Managing Partner
Fieldtech gives my agency a single platform to manage our infrastructure. Whether viewing pending business in real time, easily identifying reportable cases at commission close, or monitoring escalations, Fieldtech gives me, our sales managers, and new business team control at their fingertips.Greg McRoberts, General Agent and Managing Partner
A data-centric approach that prioritizes a client’s best interests makes all the difference to a trusted relationship. Greg Large, President, Lenox Advisors, writes about how good data is one of his agency’s most valuable assets, second only to its people.
Choose the package that’s best for your needs today with the confidence knowing you can expand tomorrow.
Fieldtech Features | Agency IQ Uncover the most valuable opportunities in your book. | Agency OP Reduce overhead and serve more clients with data as your ally. | Agency CM Spend more time on client relationships with reliable data, intuitive tasking, and time-saving automations. |
|---|---|---|---|
Daily uploaded in-force policy feeds | yes | yes | yes |
AI-driven client and policy data verification | yes | yes | yes |
Orphan assignment and tracking | yes | yes | yes |
Conservation alerting | yes | yes | yes |
Auto-generate sales and service opportunities | yes | yes | yes |
Advisor-level views and dashboards | yes | yes | yes |
Client demographic reporting | yes | yes | yes |
Reported premium and FYC for agency and advisors | yes | yes | yes |
New Business coordination and tasking | no | yes | yes |
Customizable processes to expedite underwriting | no | yes | yes |
Pipeline reporting at every stage | no | yes | yes |
Identify overdue tasks and outstanding requirements | no | yes | yes |
Manage recruiting and onboarding workflows | no | yes | yes |
Advisor database for licensing/appointments | no | yes | yes |
Datastore of compliant forms and attachments | no | yes | yes |
Email campaign management | no | yes | yes |
Manage insurance, investment, and planning opportunities | no | no | yes |
Maintain household, employee affiliation, and trust relationships | no | no | yes |
Microsoft Exchange integration | no | no | yes |
Easy tracking of client history in one place | no | no | yes |
One Card System©-style contact management | no | no | yes |
EZ-App integration eliminates NIGOs | no | no | yes |
Securely delegate to staff and assistants | no | no | yes |
Apply commission split rules by client and policy | no | no | yes |