Success Stories

Specifically, they needed support for the leaders on W&R University LMS that would migrate paper–based tools and resources to online system. They also wanted track and report on field leader progress, making them benchmark field leaders among their peer group.
Pinpoint’s Solution
- Leverage existing functionality and create an extension of W&R University instead of creating a new site
- Automatically direct leaders to the leadership page
- Incorporate key W&R leadership principals on portal
- Leadership development training—Model Work Week (MWW),RVP checklist and reports
- Build out roadmap for future offerings for leaders— success roadmap, recruiting tracking, Leader library and Video coaching

WADDELL & REED CASE STUDY

The solution would need to allow easy access via self-registration, clear indication of state and product training requirements, and integration with business processing systems.
Pinpoint’s Solution
- Self registration based on the user’s NPN, or Seamless Sign-on
- Intuitive user dashboard clearly displaying both state and product training requirements
- Just in time training displayed based on user’s states and selling agreements
- 1- click access to state approved NAIC annuity suitability courses
- Email notifications for new or deficient training requirements
- Robust reports to track user progress and enrollment
- Outbound completion feeds to internal systems

They also needed dashboards for agents, marketing and compliance to manage submission status and a support library for approved materials for agent reference and re-usage.
Pinpoint’s Solution
- Access dashboard and smart form via link on AIG intranet
- Make form completion and submission process simple
- Integrated reporting – measure average time from submission to approval, submissions by distribution groups and submission “type”
- Total number of submissions handled per month increased by 33%
- Time from submission to approval improved 50%
- Agent dashboard provides agents real time access to submission status

AIG CASE STUDY
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