Fipsco Life Portraits™ Enterprise Solution

Needs Analysis at the Point of Sale

The ability to establish trust with a prospective client is as important, if not more, as the products you are selling to them. As a core component of the Life Portraits™ ES system, the Financial Advisors collection of needs analysis sales tracks, educational presentations, and customized reports, enable your agents to establish a trusting rapport with clients by providing accurate and valuable financial needs analysis.

Comprehensive Analysis

Designed for both personal and business analysis, Financial Advisors Comprehensive Analysis modules gather personal and financial data in order to define your client’s needs in clear, concrete, and marketable terms.

Each Comprehensive Analysis is a complete on-screen presentation that educates your prospects, describes and quantifies a need, allows real-time edits to all client data, and presents a solution oriented toward life insurance.

Reports

Each Advisor module is accompanied by a series of dynamic reports tailored to the topics your clients will find most useful in making informed decisions. These reports include topic introductions as well as analysis details presented on an executive or detailed summary level.

Each report is a printed summary of a Comprehensive Analysis, condensed into a succinct description of the problem, the need, and the solution.

Concepts and Strategies

Supporting Concepts and Strategies provide your representatives with valuable background data designed to support the Comprehensive Analysis. Covering over 100 insurance-related topics, Concepts and Strategies provide the educational background you’re expected to bring to today’s competitive market.

Ready to learn about the benefits of Needs Analysis in more detail? Contact us today to talk with a representative or set up a private web presentation tailored to your business needs. Looking for a more general overview of the Life Portraits ES system? Check our schedule for upcoming public webinars.