SYSTEM SOLUTIONS

On the technology side, we offer the Strategy Suite of Systems. These are sophisticated yet easy-to-use Windows-based applications that provide important functions such as commission accounting, referral tracking, incentive-program tracking, data storage, data retrieval, and report writing. All applications can be customized, updated and expanded to keep current with specific requirements.

Annuity, Security and Life Insurance Accounting

The Strategy Annuity, Securities and Life Insurance Accounting System is a simple, yet complete, back office accounting system. Commission accounting, receivables and payables, in a multi-level structure, supports even the most complex cost center organization. Net commission transactions, revenue distribution, and Sales Rep production compensation ease the monthly processing of sales. Client trading, account management, and sales activity is automatically created from order entry. Summary and detail marketing and sales management information is quickly available.

Referral & Cross Selling

The Referral And Cross Selling Strategy System is a web based software system created specifically for the Banking community to manage your referrals, presentations and cross selling opportunities. A unique design supports in house reference programs, cross selling between departments, and the payment of incentive compensation plans. Explore the features of our Web Referral Tracker by taking our online tour.