RightBRIDGE Annuity Wizard
The RightBridge Annuity Wizard launched on October 12 and is available to all ESI representatives at no cost through the National Life Agent Portal. This comprehensive platform streamlines the annuity sales process by integrating product research, client analysis, recommendation support, documentation, and new business submission into one connected experience.
With access to more than 100 annuity products across multiple carriers, representatives can efficiently research and compare solutions using three primary tools: Product Shelf, Calculate Income, and Product Search. These capabilities help representatives evaluate product features, compare income potential, and review both current and historical annuity contracts to identify solutions aligned with client needs.
Beyond product research, RightBridge helps reduce operational and compliance risks by supporting suitability analysis, documenting recommendation rationale, and carrying key case information into Docupace for submission. This reduces manual paperwork, minimizes errors, and creates a more efficient new business process.
Key Benefits: Work smarter, reduce rework, and avoid errors. By consolidating research, decision support, and documentation, RightBridge allows representatives to spend less time on administrative tasks and more time serving clients. Live demonstrations, individualized training, and ongoing support are available to help representatives maximize the platform’s capabilities.