Hedgeness offers API-based calculators or tools to personalize, analyze and visualize client outcomes for portfolios with annuities in them. The tools range in complexity from simple calculators to comprehensive tools.
Our wide range of functionalities enable digital storytelling in the insurance carrier’s strategy and tactics, sales and marketing, and advisor and consumer journey.
Our calculator and tool platform follows industry-standard security and being API-based is flexible, modular, and customizable, and we continuously incorporate design and functionality best practices
HEDGENESS ANNUITY POSITIONING PLATFORM
WHAT WE DO FOR AN INSURANCE CARRIER
Provide customizable tools or calculators that enable digital storytelling to position their annuities for achieving retirement and legacy goals by providing analytics about
Protected income
Protected growth
Tax deferral
WHY WE MAKE THE TOOLS
For an insurance carrier to leverage technology to compete in a more efficient and scalable manner to
Gain existing market share overall or in an annuity product category
Expand the market opportunity overall or in an annuity product category
HOW WE MAKE THE CALCULATORS
In order to deliver digital tools that bring out the value proposition of their annuity business overall or in specific to nuances of their annuities
We spend time upfront with the insurance carrier to understand the wholesaler, advisor /agent and consumer journey across multiple internal and external paths
Within that map, conceptualize and deliver software or calculators for digital engagement for sales and marketing
Throughout the process, we update the stakeholders as frequently as needed
WHO ARE THE USERS AND AUDIENCES
The intended users and target audiences for the software are
Wholesaler users for advisor audiences
Advisor users for consumer audiences
Advisors can be registered reps, agents, or RIAs; internal or external
Consumer users for themselves
WHERE PEOPLE INTERACT WITH THE TOOLS
The users interact with the tools or calculators at
The insurance carrier’s - or jointly with its distribution partners’ - website(s) or microsite(s)
The sites are advisor-facing and/or consumer-facing
Platform(s) for wholesalers
HOW ARE THE CALCULATORS DELIVERED
Web tools or calculator cloud delivery models range from
