A distribution intelligence platform powered by industry-leading consortiums of the most prominent active asset managers and annuity providers.
Optimize Distribution Efficiency
MarketPro Annuity delivers multi-level sales intelligence—combining granular insights at the broker-dealer and branch level with strategic visibility across channels and territories. It empowers distribution leaders to size opportunities, benchmark performance, and optimize selling agreements, while equipping wholesaler teams with actionable data to target high-potential offices, refine territory plans, and drive more effective engagement.
Where Data Meets Distribution Strategy
- Track Annuity sales by product type (Traditional VA, IOVA, RILA, Fixed Rate, Fixed Indexed), share class, and deposit type
- Evaluate ROI, optimize territory carve-outs, and score penetration rates
- Enables territory-level benchmarking and segmentation
- Seamless integration with CRM, BI tools, and internal systems via standardized identifiers
- Benchmark against competitors with quarterly staffing and productivity reports
- Custom onboarding, training, and feedback loops to ensure alignment with firm goals
EXTENSIVE INTERMEDIARY EXPERTISE
Comprehensive Product Data
Extensive distribution data covering all major Annuity categories including Traditional VA, IOVA, RILA, Fixed Rate, and Fixed Indexed
Historical Trend
Analysis
Historic trend analysis powered by over a decade of transactional data.
Unparalleled Sales Insights
Evaluate sales opportunities and track market share across over 500 intermediary firms and 77,000 branch offices.
Continuous Expert Engagement
Ongoing, advisory-led engagement with industry experts via in-person, client-specific presentations and analysis