Data Management Vault Titanium Edition

Aggregated vault data is clustered in a specific context by transaction type. EAI Life and Health Insurance Solution gives users the ability to track all forms of life insurance, long term care, disability and health insurance and provides a complete picture of a client's current insurance investment account including:
  • Premium received
  • Method and frequency of payments
  • Policy service fees (commissionable and non-commissionable)
  • Basic, rider and total premiums
  • Annualized target and excess premiums
  • Use of plan

For a detailed list of standard and optional features, contact EAI.

EAI Mutual Funds and Securities Solution gives users the ability to track all forms of equity, fixed-income, money market funds, certificates of deposit, contracts, buy-sell options, or global funds; and provides a complete picture of a client's current investments including:

  • Account number
  • Account type (e.g. 1035 exchange, IRA rollover, etc.)
  • Product sold
  • Amount invested
  • Source of invested monies
  • Exchange account number
  • Solicitation information
  • If net asset value or not
  • Multiple dates (e.g. trade date, settlement date, etc.)
  • Selling agent or agents with commission split rate
  • Branch credited with sale
  • Additional parties (e.g. joint owner, custodian, etc.)
  • Dealer concession rate for product sold
  • Expected bank revenue from sale
  • Exception items (e.g. missing client SSN, agent signature, etc.)

For a detailed list of standard and optional features, contact EAI.

EAI Annuities Solution provides tracking for all types of annuities, immediate and deferred, fixed and variable, plus a comprehensive picture of client accounts including:

  • Policy number
  • Account type (e.g. 1035 exchange, IRA rollover, etc.)
  • Product sold
  • Premium received
  • Source of premium funds
  • Multiple dates (e.g. application written date, date application
  • received from agent, date application forwarded to provider,
  • funds deposit date, issued date, etc.)
  • Selling agent or agents with commission split rate
  • Branch credited with sale
  • Additional parties (e.g. annuitant, joint owner, custodian, etc.)
  • Dealer concession rate for product sold
  • Expected bank revenue from sale
  • Exception items (e.g. missing client SSN, agent signature, etc.)
  • Enter additions, withdrawals, cancellations & death surrenders
For a detailed list of standard and optional features, contact EAI.

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Or call (503) 644-3057 for a live demo with an EAI representative today.