IncomeMax is a goal-driven Total Needs Selling software tool that enables users to quickly capture, analyze and graphically illustrate a clientâs most common needs. Agents and advisors can quickly and graphically position product solutions, compare alternative scenarios, and generate professional client presentations.
âWe have been impressed with the IncomeMax product, it offers an easy-to-use interface that will improve our agent productivity and increase client confidence in our recommendations,â said Ellsworth L. Stout, FICF Vice President Agency Development.
Gleanerâs insurance professionals recently attended Cygnusâs Quick-Start web training course, and after completing 2 hours of product training they were ready to begin working with prospective clients.
"We are excited to be working with Gleaner Life Insurance Society," said Andy McGuire, Vice President of Cygnus Software. "We believe by utilizing IncomeMax, Gleanerâs new professionals will become more comfortable with the sales process, confident in their product recommendations, and ultimately close more business."
IncomeMax features include:
â¢ Needs Discovery: Discover and address clientsâ needs with respect to education funding, retirement, survivor scenarios, disability and long term care.
â¢ Illustrate and Compare Solutions: Illustrate how your product recommendations assist your client in meeting their goals. Quickly and graphically compare individual product or comprehensive scenario performance.
â¢ Ease-to-use, client friendly interface: Users are guided through a scripted needs discovery process. IncomeMax was designed to be used in front of your clients.
â¢ Graphical results: Flow easily between inputs and graphical results to answer what-if questions.
â¢ Professional reports: Easy to understand professional client reports produced in industry standard (pdf) format.
â¢ Liability protection: Built in review module records client interactions, recommendations, meeting notes, client coverage rejections, etc. Print auto-generated hold-harmless agreement that protects you from future E&O claims.