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