Smart Sales System For Financial
Advisors & Insurance Agents

Leverage Your Data To Drive Sales



Create a Single View

Ticoon brings together client data from multiple investment and life insurance companies to create a single view of your client. Ticoon's tools enable you to use the data to identify sales opportunities and execute marketing and sales programs.

Know Your Client

In addition to all investment, insurance, banking and outside holdings Ticoon provides a solution to bring together all communications, notes and documents as well as your clients goals. Ticoon will provide you with a solution to make sure you 'Know Your Client'.

Engage Your Clients Online

TicoonSales enables you to interact with your clients online to share information & documents in a secure environment. Simply invite your clients to MyTicoon and they will automatically be linked to you and your team. Publish information, documents and commentary to individuals or groups of clients..


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Guaranteed To Increase Revenue



Single Line of
Business

$25

Per Month, Per Advisor Account


Investment or life insurance

Multiple Lines of
Business

$50

Per Month, Per Advisor Account


Investment, life insurance & banking



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Read More At Our Blog


July 30, 2014 6:18:07 PM UTC

6 ways in-force policy data can be used to increase insurance sales

You already have important data on your clients – in-force product, life-stage and personal information – so, why not use it to create new business opportunities?

Insurance_PoliciesWe’ve all heard the old sales adage – supported by various studies and surveys – that it’s cheaper to retain existing customers than it is to attract new ones. Often, in an attempt to expand one’s book of business, advisors are so focused on attracting new clients that they tend to neglect deepening relationships with the clients they already have.

July 23, 2014 8:55:49 PM UTC

TicoonSales Offers In-Force Data Feeds from 8 Life Insurance Carriers

data-tunnelTicoon incorporates dozens of data feeds from multiple sources, making it one of the largest collections of in-force policy data available to advisors in Canada.

TicoonSales enables advisors to consolidate their investment and life insurance information from multiple fund companies, asset managers and life insurance carriers to create a single and current view of their customer.


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