Enhanced Client Understanding
Makes income protection concepts more accessible to clients.
Income protection
Fewer objections, higher closing percentages, from client-specific data.
Key features
Income Protection Software Analysis (IPSA)
Generates personalised presentations using client-specific data, aiming to decrease objections and improve closing percentages.
Insights and Calculators
Set and track goals with calculators and production tracking features to monitor progress.
Benefits
Makes income protection concepts more accessible to clients.
Ready-to-use presentations and tools put more of your time into client interactions.
Training and resources that build confidence and expertise in income protection sales.
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.