REPORTING AND NEW BUSINESSInsights and processing, reimagined.
- Data-driven insights in minutes, not hours
- Track every case from submission to issue
- Identify bottlenecks and balance workload in real time
- Custom-reports, auto-updated
We power relationships that deliver financial security. With innovation and insight.
Request InfoMeet FieldtechThe platform built to transform how agencies operate - giving your team the tools, insights, and connections to work smarter and grow faster.
RECRUITING AND ADVISOR SERVICESGrow and support your team
- Track prospects to producing advisors
- Structured onboarding workflows
- Unified directory, helpdesk and leaderboards
- Time-to-first-case metrics
- Create and execute email marketing campaigns
CLIENT SERVICE AND AI TOOLSServe more clients, better
- AI-driven book analysis and at-risk policy alerts
- Manage touchpoints, birthdays and anniversaries
- Mobile AI: "Show me John Smith's policy details"
- MassMutual-compliant marketing library
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
Fieldtech FundamentalsUnreliable client data is the leading cause of missed service and sales opportunities.
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.