Agents
- Policy benefit selection and rate calculations that automatically conform to required state-specific rules
- Electronic delivery of proposals to clients
- Sales lead generation and maintenance
- Intelligent application completion with PDF data merging that lowers NIGO events
- Secure, quick electronic application submission (30 seconds from agent to carrier)
- Versions available that support the unique needs of group, association and individual sales including agent-less sales
Carriers
- Agent proposal solutions that package multiple products together resulting in additional ancillary sales
- Accurate calculations that automatically conform to state-specific rules taken directly from carrier's actuarial and compliance departments
- Agent licensing and appointment process management
- Automated interfaces available for the carrier's underwriting and new business systems. Application data can be directly imported into back office systems
- Live dashboard displays to review agent progress and current trends
- All solutions privately labeled to maximize carrier branding