Compliant Sales Proposals

National Financial Partners (NFP) has grown to become a leader in the delivery of benefits solutions for companies of all sizes, and in the delivery of life insurance and wealth management solutions for high net worth individuals.

<< customer success

Challenge

The expansion efforts of NFP could no longer be supported by a manual business process to produce sales presentations and product illustrations for its national network of financial services firms.

Solution

NFP selected Drawloop Technologies to automate its sales deliverables. The solution was implemented using NFP’s unique business process and custom sales presentation files, which included Excel, PowerPoint and Word.

Success

Today, over 1,000 users benefit from an integrated platform to deliver client-specific sales presentations in minutes. The solution easily handles the volume of marketing activity generated by the firms across the United States.