Delivering optimal rating solutions for group benefit advisors and analytics for their renewals, marketings, and ASO accounts.SIGN UP
SimbiO Analytics provides leading edge group insurance analysis for advisors, carriers, and consultants. Using Fortune 500 predictive analytics techniques, we find rating solutions that harmonize client, advisor, and carrier financial objectives. The B2B approach allows SimbiO Analytics to provide simulation driven analysis, illustrations, and pricing recommendations for advisors on group insurance placements. Without long term financial commitments associated with in house analysts. On demand when you need it, in reserve when you don’t.
Negotiations between strategic partners can sometimes resemble a game of blind man’s bluff, where each party seeks to secure an optimal result, without applying a holistic approach to integrating disparate carrier, client, and advisor financial requirements SimbiO Analytics is focused on finding empirically optimal solutions, where client, advisor, and carrier specific financial targets are met at a common point that works for all.
Our project unfolds for you in our exclusive project management system. Each of your renewal, marketing, and ASO illustrations can be kept within the SimbiO portal, which allows for a central location to track all correspondence, attachments and demographic summaries.
Within the client portal is a built in messaging system, which enables you to communicate securely with SimbiO Analytics on the status of your project, without having to track emails or texts. The client portal keeps all communication, attachments and illustrations in one place.
Once the project has been completed, final versions are available for download from the client portal. Keep track of alternate illustrations, interim review reports, client memos, and ASO reconciliations as they unfold, along with all correspondence from start to finish.
Interested in learning more about how SimbiO Analytics can give your firm leading edge renewal, marketing, and ASO plan predictive analytics and illustrations? We would welcome the opportunity to discuss how your analytics capabilities can go from good to great.SIGN UP LOGIN