Colorado
Springs, CO – March 23, 2005 – Cygnus Software Inc.,
a provider of practical, insurance and financial planning sales
solutions, today announced that Gleaner Life Insurance Society has
selected Cygnus’s IncomeMax needs analysis and retirement
planning software to be used by their agents in the Gleaner Insurance
Professional program.
IncomeMax is
a goal-driven Total Needs Selling software tool that enables users
to quickly capture, analyze and graphically illustrate a client’s
most common needs. Agents and advisors can quickly and graphically
position product solutions, compare alternative scenarios, and generate
professional client presentations.
“We 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,” said Ellsworth
L. Stout, FICF Vice President Agency Development.
Gleaner’s
insurance professionals recently attended Cygnus’s 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, Gleaner’s new professionals will become
more comfortable with the sales process, confident in their product
recommendations, and ultimately close more business."
IncomeMax
features include:
- Needs Discovery:
Discover and address clients’ needs with respect to education
funding, retirement, survivor scenarios, disability and long term
care.
- 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.
- 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.
- Graphical
results: Flow easily between inputs and graphical results to answer
what-if questions.
- Professional
reports: Easy to understand professional client reports produced
in industry standard (pdf) format.
- 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.
About
Gleaner Life Insurance Society
Gleaner Life Insurance Society is a fraternal benefit society dedicated
to serving the family as a unit, the foundation of the American
way of life. For more information visit: www.gleanerlife.com.
About
Cygnus Software
Cygnus
Software Inc., develops and markets IncomeMax. Based in Colorado
Springs, CO, the company is dedicated to providing innovative, practical
sales solutions for the Insurance and Financial Services market.
For more information about Cygnus Software and IncomeMax visit www.incomemax.us.
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