Annuity Switchboard

Annuity Switchboard provides research and sales support tools. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Related areas on their profile: Sales. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Annuity Switchboard is based in Winnetka, Illinois. Their site is annuityswitchboard.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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