Advanced Sales spinoff named MAXPlan

Advanced Sales and Marketing Corp. of Oakbrook Terrace, today announced the reinvention of its wholesaler productivity business. Following the acquisition by Morningstar of the Annuity Intelligence Report service, Advanced Sales is spinning off its wholesaler productivity business into a new company called MAXPlan Solutions Inc.

The new firm offers the MAXPlan Strategic Business Planning and Territory Management System, a tool that's designed to help mutual fund companies and insurance carriers maximize their productivity.  The MAXPlan system's uniqueness comes from the online tool that gives the ability to run simulations based on actual data that gives sales managers an edge in making strategic business decisions.

MAXPlan was developed by Advanced Sales after CEO Perry Moore identified a gap in wholesale distribution. Moore noticed an overemphasis on developing the skills of individual wholesalers, to the exclusion of the business planning process itself.  Research in management behavior supports this theory.

“Research tells us that about 85% of success lies in improving the systems through which work is done, not in improving the individuals.  MAXPlan is a tool that makes the sales planning process more effective.  This helps the entire wholesaling operation, in addition to each wholesaler, become more productive,” Moore said in a statement.