Pinnacle Financial Services Launches Magnifact’s AgentVizion Platform

Share Article

Leading NMO leverages AgentVizion platform to provide strategic advantage to its distribution partners

“We are very excited to enter into this technology partnership with Magnifact starting with the launch of AgentVizion,” remarked Kevin Shields, CEO, Pinnacle Financial Services. “This patent-pending technology will offer our agency a sustainable competitive advantage"

Pinnacle Financial Services, a well-known leader in sales of insurance and financial products serving the senior market, today announced the official launch of Magnifact’s AgentVizion™ platform just weeks before its upcoming 2020 Sales Summit.

AgentVizion is a secure, cloud-based platform that helps national agencies, insurance carriers and their downline agents accurately measure their distribution performance across different product lines such as Health, Life, and Annuities. This fully automated technology effectively eliminates manual downloads and spreadsheets by providing a comprehensive, real-time view of an agency's book of business.

“We are very excited to enter into this technology partnership with Magnifact starting with the launch of AgentVizion,” remarked Kevin Shields, CEO, Pinnacle Financial Services. “This patent-pending technology will offer our agency a sustainable competitive advantage, as we continue to deliver differentiated services to our partner agencies and agents.”

“We always had this dream of being able to see all of our latest production in one platform, and AgentVizion’s incredible technology has made this wish possible,” Angela Palo, EVP of Pinnacle Financial Services remarked. “This platform will give us a powerful edge for our product roll-out and recruitment initiatives, as we now have the ability to track production in near real time by region, product, plan and agent, separating new sales from other policy life cycle changes.”

"We are very excited to have completed our initial roll-out with our client’s top carriers,” said Krish V. Krishnan, Magnifact’s Founder and CEO. “Our solution will give our client and their downline partners 24x7x365 real-time visibility into their production.”

“AgentVizion will soon include many new features including policy persistency to track production hierarchy by policy date, and other intuitive slice-and-dice functionality to measure product and distribution effectiveness by a variety of parameters,” Krishnan added.

Magnifact's AgentVizion suite includes the AgentVizion2Go mobile app designed specifically for empowering agents on the go, allowing them to review pending applications, receive time-sensitive news from their agencies, track production, and access their books of business across multiple carriers at the touch of the screen. This app is supported on iOS and Android smartphones.

"We eagerly look forward to launching the mobile app at our 2020 Sales Summit to our partner agent community, helping them better track their monthly sales goals," Palo added. “Our emphasis on agent partnerships through value-added service and innovation is what makes Pinnacle Financial Services stand out as one of the best NMOs in this industry.”

About Pinnacle Financial Services
Pinnacle Financial Services based in Warminster, PA is a National agency doing business in all 50 states. An innovative agency and market leader in the Senior Market, Pinnacle continues to grow its brand through service to their agent distribution and longstanding business relationships with their carrier partners. Under Kevin and Angela's leadership Pinnacle Financial Services has become one of the largest and most respected organizations of its type. Specializing in the Medicare market and retirement solutions, Pinnacle has continued to focus on delivering its service first value proposition to its partner agents.

For more details, visit http://www.pfsinsurance.com

About Magnifact® and AgentVizion™
Magnifact is a leading provider of DataIntelligent℠ solutions for the insurance industry. For more details, visit http://www.magnifact.com

AgentVizion is a secure, patent-pending platform that allows insurance carriers, agencies, and their downline agents to accurately measure their distribution across different product lines.

For more details, visit http://www.magnifact.com/agentvizion.html

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Robert Brzyski Vice President, Marketing
@PFSInsurance
Follow >
Visit website

Media