Proven Results

By using a series of age-wealth combinations to create discrete customer segments, IXI worked with a leading insurance firm to demonstrate potential annuity, Variable Universal Life (VUL), and whole life policies that were more than 10 times larger in size and 15 times greater in incidence in the target segments.

Top 5 Annuity Wholesaler Maximizes Sales Force Efficiency

“The big players in the industry are all on board with IXI so they are the only source if you want to gain access to actual performance data … Our sales team is changing rotations and reallocating time based on the numbers. IXI’s data levels the playing field across territories and helps lead our wholesalers to water – those territories with the most opportunity,”
- Chief Financial Officer, Top 5 Annuity Wholesaler

Life & Annuity

IXI enables the nation’s leading Life and Annuity firms to segment, target and interact more effectively their customers, prospects, and markets based on wealth, spending potential, and investment behavior.

Our solutions are based on IXI’s direct measured financial assets database of over $10 Trillion in consumer assets and investments – including over $65 billion in annuity sales contract data collected from each of the top 15 annuity issuers in the U.S.

Connect Your Agents and Financial Advisors with the Right Prospects

Score and measure customers and prospects by wealth and lifestage to help your producers better target and acquire new business

Identify wealthy consumers that need premium financial and insurance products like variable annuities, variable universal life, whole life and premium property & casualty products, such as personal umbrella liability policies

Reveal untapped investment potential for targeted up-sell and cross-sell within your current client base

Send the right message to the right household by matching offers to households and selecting the best messaging and marketing media

If you’re a Financial Advisor with an IXI►Net member firm, IXI’s Investyles.com is a comprehensive prospecting solution designed to provide you targeted, accurate, on-demand prospect information. To learn more, visit www.investyles.com.

Identify Your Top Wholesalers and Lead Them to Water
IXI’s database of direct-measured annuity contract sales data, assets under management and flow throughout the U.S. powers the industry’s most accurate and reliable geographic market share reports and market sizing and profiling solutions. This powerful resource informs a wide range of territory and sales force management applications:

Accurately size opportunities and identify specific voids in market coverage

Set more accurate sales forecasts by territory and branch

Identify precise areas of emerging annuity growth

Identify top wholesalers based on true relative performance

Evaluate quarter-by-quarter broker-dealer sales within your territories, and realign resources accordingly

Locate hot broker-dealer sales ZIPs where your firm has zero sales and cold sales ZIPs that have too many resources

For more information, please contact us.