Enhanced Productivity
Automate business processes, saving time and improving efficiency.
E-application
An end-to-end digital sales solution that ends the paper chase.
Key features
Putting an end to paper
Manage your sales process digitally. No paper forms, wet signatures or snail mail to introduce errors or cause delays.
Playing by the rules
Rules-driven workflows ensure you never miss a required form, forget a field or proceed with a typo.
Streamlining replacements
Integrates with a leading ceding carrier database so you meet signature and form requirements first time.
Built-in e-signature
Keeps the sales process online, where it should be, instead of reverting to error-prone paper.
A good memory
Pre-populates information previously entered or pulled in via a base integration, saving time and avoiding keying errors.
Benefits
Automate business processes, saving time and improving efficiency.
Seamless, digital-first interactions that clients expect.
Built-in compliance features keep sales processes to industry standards.
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 WebEnd to end
Quote, e-app, underwriting, e-signature and policy delivery in one connected ecosystem.
Explore iPipelineA 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.