Insurance Technology

An Insurance-Only Solution Has Arrived

Our platform helps ensure the process leading to a client recommendation is properly documented to meet new DOL regulations. Its state-of-the-art integration of an income-planning calculator with a built-in needs analysis, client risk-tolerance profile and recommended proposals including asset allocation are saved in your vault. Our technology seamlessly integrates multiple annuity products to simplify the sales and documentation process. Save your proposals and client information in your client document vault, which includes a built-in CRM.

Work Smarter.

With multiple facets to our cloud-based platform, we offer IMOs, registered investment advisors, insurance carriers and insurance-only agents the integrated tools they need to grow and scale their businesses without additional overhead. This solution simplifies and ensures compliance with documented processes and recommendations.

CRM

CRM

Fully integrated CRM allows for efficient prospecting and client management

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Client Prospecting / Proposal Generation

Prospecting/Proposal Generation

Efficiently creates state-of-the-art insurance-only proposals

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Document Vault

Provides secure, easily accessible dashboard to store client documents

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Income Calculator

Simple, easy-to-use software to determine retirement income gap for clients

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