Increased Efficiency
Automating and streamlining processes reduces manual tasks, so more of your time goes to client relationships.
End to end
The whole product lifecycle, from first quote to delivered policy.
Key features
End-to-End Digital Platform
Covers the entire lifecycle of financial products, from quoting and illustrations to e-application, underwriting and policy delivery.
Seamless Integration
Integrates with carriers, distributors and agents, creating a connected ecosystem for efficient communication and data exchange.
Accelerated Underwriting
The iGo e-app solution gives your clients the potential to speed up approval with accelerated underwriting or an instant decision.
Automated Underwriting
XRAE is a field underwriting tool that assesses a client's health class and potential rates against a vast database of underwriting rules, helping you manage expectations early.
e-Application and e-Delivery
iGo® is an intelligent fillable e-application that ensures submissions are in good order; DocFast® handles electronic delivery of policies and documents.
Benefits
Automating and streamlining processes reduces manual tasks, so more of your time goes to client relationships.
A seamless, transparent experience from application to policy delivery.
Processes adhere to industry regulations, reducing compliance risk.
The rest of the stack
Presentations
Interactive life, LTC and annuity presentations that make a complex design obvious in one screen.
Explore EnsightIllustrations
Run and compare life illustrations across every carrier from one cloud-based platform.
Explore WinFlex WebAnnuity intelligence
Filter, compare and illustrate annuities across the market from one dashboard.
Explore Annuities GeniusA true Ally
Leave behind the impersonal, high-pressure world of IMOs. Join one that values collaboration, innovation and your success.
The ideas, strategies and carrier news we would send a colleague. Nothing else.