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Multi-Carrier, Multi-Product, Multi-Channel Distribution Platform

For Better Workflows and Faster Submissions

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Hexure provides the industry’s most advanced insurance sales solution for broker-dealers, registered investment advisors, firms, wirehouses and other financial institutions.

Our modern sales platform streamlines digital workflows so you can improve sales and deliver better experiences for your advisors and clients. Selling insurance and financial services products has never been easier.

Modern Sales Automation Solutions

Faster, Easier Insurance and Financial Services Sales

  • Simplify Quoting Our multi-product comparative quoting solution allows advisors to access life insurance product quotes, rates, carrier information, underwriting guidelines, and more quickly and easily from a single carrier or multiple carriers in one holistic view.
  • Increase Sales with Mobile Quoting Give your advisors the tools they need to succeed in and out of the office. Enable them to quote and compare products across carriers of your choice while on the go. Advisors can quickly choose from product types, table rates, riders and other criteria.
  • Create Better Client Experiences Our solutions provide customizable, point-of-sale illustrations and create automated, cohesive digital sales journeys. Our life insurance quoting software supplies detailed quote and product information so your advisors can find the best product for their clients.
Pre-Sale

Say goodbye to double keying (and quadruple checking) pre-sale data. With Hexure’s pre-sale functions, productivity soars as you take control of critical activities at the beginning of the sales cycle.

We support a range of pre-sale functions, including…

  • Needs capture and needs determination
  • Pre-sale authorization and disclosures
  • Account opening and account onboarding
  • Pre-suitability
  • And more!
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Agency Life Quoter

Eliminate the need to go to different carrier websites to run and compare quotes. Enable advisors to quickly and easily access rates, carrier information, underwriting guidelines, and more from multiple carriers and products through one multi-product comparative quoting solution. Go seamlessly from quote to e-application while providing a positive client experience.

Website Quoter
Make your quote engine consumer facing, allowing them to quickly calculate needs, run real-time quotes, filter products, and compare products and rates. Provide a simplified and intuitive quoting experience that turns quotes into leads generated. 
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maximize sales
Illustration
Make the most of every sales opportunity. Our sales illustration software ensures your advisors can run illustrations for multiple products and carriers from a single location. Attractive illustration presentations and graphics customized to your brand turn your compliant illustrations into hard-working sales tools.
E-Application
Capture complete data, collect signatures (at no additional cost), and submit to carriers with a simple straight-through process that improves in-good-order sales and meets regulatory requirements.
  • All lines of business, all product types
  • Carrier applications
  • Distributor compliance and suitability forms
  • License and appointment check
  • Single sign-on
  • Mobile app, desktop, and offline accessibility
  • Custom branding options
  • And more!
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increase sales mobile app
Native Mobile App

Give your agents the tools they need to succeed in and out of the office, wherever sales happen. The mobile app platform supports life quoting, e-submission, push notifications, custom content, and more. It also has built-in marketing and analytics to give you a competitive advantage in sales and retention.

Power your sales with digital solutions that connect data, processes and experiences across the entire sales cycle.

Resources

Mobile App

Put the power of sales in your agents’ hands. Learn more about our native mobile app.
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Integrations

Make your technology stack work harder. Learn more about our available built-in integrations.
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About Hexure

Since 1995, Hexure has delivered solutions that power superior digital sales connectivity, processes and workflows. Both carriers and distributors use our technology to sell and serve their clients in the digital age. Our solutions deliver customer-centric experiences, accelerate speed to market, improve in-good-order sales, and meet regulatory requirements.
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