GITSA

GITSA Digital

Technology Built Around How Performance Happens.

GITSA digital solutions turn proven frameworks into practical tools that help advisors, leaders and organizations apply better disciplines every day.

From performance diagnosis and coaching to financial planning conversations, sales activity, recruitment and professional learning, each solution is designed around execution.

Tablet showing an abstract planning interface on a desk by a city window

Digital portfolio

Five Tools for Everyday Execution

01 / Performance Diagnosis & Coaching

PRIME™

Diagnose Before You Coach.

PRIME helps agency leaders identify why an agent is getting stuck and focus coaching on the constraint most likely to affect performance.

Five PRIME lenses

  • Selection
  • Mindset
  • Skills
  • System
  • Execution

A practical performance diagnosis and coaching companion for agency leaders.

Learn About PRIME

02 / Financial Planning & Advisory

GoalsConnect™

Turn Client Priorities Into Better Planning Conversations.

GoalsConnect guides advisors from an initial client check-in through structured planning conversations, helping connect client priorities with appropriate financial planning actions.

Features

  • Client Check-In
  • Financial Snapshot
  • Conversation Brief
  • Protection Planning
  • Cash Flow Planning
  • Risk Management
  • Implementation Strategy
Learn About GoalsConnect

03 / Sales Execution

LEAP™

Turn Sales Activity Into a Disciplined Pipeline.

LEAP helps agents and leaders structure and track the activities that move prospects through the sales process.

Framework — PAPS

  1. PProspecting
  2. AAppointment
  3. PPresentation
  4. SSales
  5. After Sales

Designed to strengthen activity discipline, pipeline visibility and execution.

Learn About LEAP

04 / Recruitment Execution

QUEST™

Bring Discipline to Recruitment Activity.

QUEST helps agency leaders structure and track recruitment activity from prospecting through candidate progression.

Framework — PAPC

  1. PProspecting
  2. AAppointment
  3. PPresentation
  4. CClosing

Designed to make recruitment activity more visible, structured and coachable.

Learn About QUEST

05 / Digital Learning & Certification

GITSA LMS Global

Structured Learning. Visible Progress.

GITSA LMS Global supports structured professional development, enterprise learning and certification in a secure digital environment.

Features

  • Structured Programs
  • Progressive Learning
  • Assessments
  • Final Examinations
  • Certificates
  • Professional Credentials
  • Enterprise Reporting
Explore Digital Learning

One ecosystem

Different Tools. One Execution Philosophy.

GITSA digital solutions address different moments in performance, but share one principle: technology should help people apply better disciplines, not simply give them another system to use.

  1. 01

    Diagnose

    PRIME™

  2. 02

    Plan

    GoalsConnect™

  3. 03

    Execute

    LEAP™ + QUEST™

  4. 04

    Learn

    GITSA LMS Global

Each solution can be adopted on its own or alongside others.

Explore the Right Digital Solution for Your Organization.

Talk to GITSA about your performance, advisory, distribution or learning priorities.

Talk to GITSA