Presentations
Ensight
Interactive life, LTC and annuity presentations that make a complex design obvious in one screen.
Explore EnsightOur technology
Eight tools. Most of them free.
A comprehensive suite selected to streamline your workflow, cut preparation time and make a complex design obvious to a client. Most are provided at no cost with a minimum level of production.
8
Tools included
45%
Less case prep time
24/7
Case status access
The stack
From first quote to delivered policy.
Each tool was chosen for one job. Together they cover the whole case.
Illustrations
WinFlex Web
Run and compare life illustrations across every carrier from one cloud-based platform.
Explore WinFlex WebEnd to end
iPipeline
Quote, e-app, underwriting, e-signature and policy delivery in one connected ecosystem.
Explore iPipelineAnnuity intelligence
Annuities Genius
Filter, compare and illustrate annuities across the market from one dashboard.
Explore Annuities GeniusE-application
FireLight
Rules-driven annuity e-apps with built-in e-signature. No paper, no missed fields.
Explore FireLightContracting
SureLC
Enter your information once. It populates the contracting paperwork for every carrier you want.
Explore SureLCCase status
SmartOffice SmartView
Live case status and underwriting updates, 24/7, without calling anybody.
Explore SmartOffice SmartViewIncome protection
OneProtection
Personalised income protection presentations built from your client's own numbers.
Explore OneProtectionA trusted partner
The tools are only the beginning.
Thirty years of experience, a collaborative Virtual Family Office model, and an unwavering dedication to your clients.
Enhance client outcomes
Present solutions backed by the industry’s best tools and guidance.
Save time
We handle the administrative tasks so you can focus on growing your firm.
Achieve work-life balance
Partner with an IMO that genuinely supports you and your clients.
See the difference
Technology and collaboration, tailored to your success.
Unlike other IMOs, we prioritise personalised support. We advocate for your clients as if they were our own.