Finally, the Perfect Advisor Contact Plan! If Only Our Wholesalers Would Use It

Posted by Jason Brown on Mon, Apr 01, 2013

Asset managers and insurers are increasingly equipped with the data and technology needed to evaluate—and in most cases, improve upon—the coverage their wholesalers are delivering. For segments of advisors, companies can determine how much wholesaler effort is too little (or too much) to maximize profits; in some cases, companies can identify behavioral shifts in advisors who might warrant wholesaler outreach to capitalize on an opportunity or protect existing business; and territory management and routing software can help optimize contact decisions on a quarterly, weekly or even daily basis.

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