Selling Technologies
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Speak with an analyst
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or contact us to discuss a subscription.
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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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To learn more about subscribing to our service options, please contact us here
Overview
For the past 27 years, Selling Technologies has followed a single mission. To help professionals successfully engage with business owners and ultimately drive top line revenue. With the CV19 pandemic, advisors can use our applications to engage remotely with clients and prospects. Professionals must address the mass migration of customers unused to interacting digitally. Our programs require no learning and no drag on internal resources.
As a MarTech/FinTech company, we recognize that for innovation to be effective you must be able to apply that innovation in traditional settings.
All of our programs use video storytelling to affect behavior to capitalize on the fact that 90% of what our brains pick up is visual, and people process images 60,000 times faster than text. Emotion cannot be efficiently conveyed with text. Our content has no discussion of insurance product or financial services. We help remove the commodity trap.
Our mission began in 1995 to develop a new way for insurance professionals to educate and engage with business owners. The advisors who use our programs can effectively do three important things, which will drive top line revenue:
Engage remotely.
Help individuals quickly identify problems. Understand the size of a problem and who will be affected.
Motivate them to fix it.
Professionals we are proud to have as licensees are: insurance advisors, P&C producers, wealth managers, financial planners, exit planners, banks, CPAs, business coaches, and estate planning attorneys.
As an organization we remain focus on a simple fact. Our clients are practical people. They expect results. So do we.