Annuity Switchboard

Financial Software · Illinois, United States · 1-10 Employees

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Overview

Headquarters

790 W Frontage Rd 335, Northfield, Illin...

Phone Number

(847) 864-5447

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
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About Annuity Switchboard

Improve workflow and your field supervision process, while gaining a unique insight Throughout the years the annuity industry has become signicantly more complex at both the product and regulatory level. While a source of reliable data is important to an annuity carriers product and sales development, its critical to your distribution partners day to day operations.Beacon Research is proud to offer Annuity Switchboard, a unique approach to managing the universe of products currently available, ensuring that your distribution partners have access to 100% carrier certied product and rate information to support their sales and compliance eorts.This is accomplished through the implementation of proprietary process that requires participating annuity providers to log in to the ANNNUITYSWTICHBOARD interface and certify that their specific product and rate information is accurate. The end result is database containing 100% carrier certified information that can be comfortably relied on to supRead more
Popular SearchesAnnuity SwitchboardBeacon Annuity Solutions LLCSIC Code 73,737NAICS Code 51,518Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Annuity Switchboard

<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1996
AK
Alan KramerLUTCF, Agent
<$5M
1-10
Private
-
1999
N/A
<$5M
1-10
Private
-
2010
JF
Jack FlemingPrincipal Broker and Owner
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2010
N/A
Illustration of an envelope

Annuity Switchboard Tech Stack

A closer look at the technologies used by Annuity Switchboard

Top Financial Software Companies

Frequently Asked Questions Regarding Annuity Switchboard

What is Annuity Switchboard's official website?
Annuity Switchboard's official website is www.annuityswitchboard.com
What is Annuity Switchboard's Revenue?
Annuity Switchboard's revenue is <$5 Million
What is Annuity Switchboard's SIC code?
Annuity Switchboard's SIC: 73,737
What is Annuity Switchboard's NAICS code?
Annuity Switchboard's NAICS: 51,518
How many employees does Annuity Switchboard have?
Annuity Switchboard has 1-10 employees
What industry does Annuity Switchboard belong to?
Annuity Switchboard is in the industry of: Financial Software, Software
What is Annuity Switchboard competition?
Annuity Switchboard top competitors include: Comrade Financial Group, Kenney Insurance Services, Alan Kramer, United Independent Wholesale Insurance Agency
What technology does Annuity Switchboard use?
Some of the popular technologies that Annuity Switchboard uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Cloudflare DNS
How do I contact Annuity Switchboard?
Annuity Switchboard contact info: Phone number: (847) 864-5447 Website: www.annuityswitchboard.com
What does Annuity Switchboard do?

Improve workflow and your field supervision process, while gaining a unique insight Throughout the years the annuity industry has become signicantly more complex at both the product and regulatory level. While a source of reliable data is important to an annuity carriers product and sales development, its critical to your distribution partners day... to day operations.Beacon Research is proud to offer Annuity Switchboard, a unique approach to managing the universe of products currently available, ensuring that your distribution partners have access to 100% carrier certied product and rate information to support their sales and compliance eorts.This is accomplished through the implementation of proprietary process that requires participating annuity providers to log in to the ANNNUITYSWTICHBOARD interface and certify that their specific product and rate information is accurate. The end result is database containing 100% carrier certified information that can be comfortably relied on to support your field supervision / compliance and sales efforts. For more information regarding Annuity Switchboard or to schedule an online tour contact us at: (847) 386-2192 or sales@beaconresearch.net In addition to supporting your distribution partners efforts, there are numerous carrier benefits, including the ability to: Manage all custom / proprietary product offerings (i.e. suppress features / rates) for each Switchboard distributor Annuity Switchboard also better positions your distribution partners to respond to changes in the regulatory environment (i.e. NAIC, SEC, Reg 187, etc.) while maintaining the visibility of your companys products on their platform. In addition, Switchboard also supports the following field supervision tools: Jeremy founded Beacon Research in 1997 after a successful 10-year career as a financial planner. He was a top producer during that time, and won several major insurance sales awards including Court of the Table and Million Dollar Round Table. During that time, he also served as COO of Alexander ...Read More

Is Annuity Switchboard a public company?
Annuity Switchboard is private company therefore does not currently have an official ticker symbol
See more information about Annuity Switchboard

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