The Hartford Tests iPads for Annuity Sales Force in Pilot Program

Features include online presentations, marketing materials, product information

The Hartford Financial Services Group is conducting a pilot program using iPads for its annuity sales force. 

The pilot group, which was trained on the iPad at the company’s national sales summit in late January, is now putting the new tool to work in the field with financial professionals, according to a news release from The Hartford.  Initial features include online presentations, marketing materials and product information.  Future applications may include online training programs, sales and illustration tools and live video presentations.

“The new tool is really enhancing our speed-to-market with timely information and resources for financial professionals,” said Bill Wolfe, national sales manager for annuities at Simsbury, Conn.-based The Hartford, in the news release.  “For our wholesalers, it is like having the entire marketing organization in the palm of their hand as they travel around the country.”

The pilot program is expected to run through April. It will test the tool’s impact on the sales process, capture user feedback, identify areas for improvement and, if successful, result in implementation across the firm’s annuity business.  At the same time, The Hartford is running a similar iPad pilot with its mutual fund sales force.

“Annuities play a very important role in helping consumers better prepare to meet their current and future retirement income needs,” said Rob Arena, executive vice president and director of The Hartford’s global annuity business, in the news release.  “We are constantly looking for ways to better equip our field force to better serve financial professionals, and the iPad rollout is one more investment in our capabilities.”

Read about how the Apple iPad is winning favor with advisors at AdvisorOne.com.

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