Agent Productivity to Increase With Use Of Real-Time Web Capability
NEW YORK, NY – April 24, 2001 – DWL Incorporated, a leading transactional CRM
company, today announced that it was selected byWealth2K.com to provide leading edge
transactional CRM solutions for its multiple insurance portals. Expected to link 10 carriers and their
agents in North America, Wealth2K.com’s distributor portal acts as a strategic hub for the exchange of key
business, product, marketing and sales information between insurance carriers and agents. DWL’s solution will
allow the company to provide real-time, bi-directional access to information between carriers and their agents.
Wealth2K.com selected DWL Unifi™, an open, web-based framework for integrating
back-office systems with front office business operations that support Enterprise
JavaBean™ (EJB)™ and XML-based technologies, as well as DWL Unifi Transactive CRM™, DWL
Unifi Insurance™ for Life Agent/Broker Portal, and DWL Unifi Insurance™ for Life Consumer Portal.
Wealth2k.com’s consumer portal replicates real-world business processes agents engage in
to market and sell concept insurance sales. The portal increases the agent’s ability to
connect qualified prospects to compelling, 100% original insurance sales presentations. By
offering a broad selection of individual life insurance and annuity products as solutions
to the financial challenges that confront millions of Americans, the portal makes it
possible for an agent to up-sell and cross-sell to an extent not currently possible. The
company also plans to offer transactional capabilities to life insurance companies who
want Wealth2k.com to create strategic marketing campaigns in a dynamic real-time environment.
“Wealth2k.com seeks to move distributors to an advanced technology platform and
leverage agent/carrier business processes via the web,” said David Macchia, President
and CEO, Wealth2k.com. “DWL’s solutions will deliver personalized insurance solutions
that effectively leverage core data from our back-end in real-time. Given our business
model, which relies on web-based delivery and exchange of information, it is critical we
are supported with leading transactional capabilities by a vendor with proven industry solutions.”
“Our solutions are highly effective in expanding a company’s sales, marketing and
distribution opportunities via the web. We are excited to be a partner of Wealth2k.com, a
company quickly taking the lead in embracing new business distribution models solely
supported by web technologies,” said Justin LaFayette, President and CEO, DWL.
Wealth2k.com (W2k) is an internet-based insurance portal designed to assist independent
agents and other intermediaries expand their sales of concept oriented life insurance and annuities.
W2K’s InterNetwork is a creator and distributor of multiple format, 100% original insurance marketing
streaming presentations including full motion video, interactive FLASH, streaming audio/video and graphics.
These presentations are utilized by agents to expand their prospects’ understanding of complex insurance
concepts leading to agents consummating more sales and gaining more qualified referrals.
About DWL Incorporated
DWL Incorporated is a leader in transactional CRM for major insurance, financial services,
consumer products and retail companies throughout North America and Europe. The company’s
financial services client list includes: AmerUS, AXA, National Life Group, Royal & SunAlliance Financial
and Sun Life Financial, among others.
DWL has also aligned with leading technology and consulting partners to increase its
services and vertical scope. Founded in 1996, DWL Incorporated is a privately owned, venture capital and
institutionally funded corporation headquartered in Toronto. The company has offices in New York, London,
Paris and Sao Paulo. For more information about DWL and its products and services, please visit
Contact: Karen Jay