Simplified Sales with Powerful Digital Solutions

Modern sales automation solutions for financial institutions.

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

Promote Advisor Retention

Avoid advisor migration by offering a second-to-none advisor experience. Simple and streamlined digital workflows prevent errors, reduce the need to double-enter data and improve overall advisor satisfaction.

Simplified Suitability

Suitability and compliance are extremely important—but they do not need to be frustrating. Our solutions offer workflows that seamlessly accommodate and integrate your suitability paperwork.

Abolish NIGOs

Do away with expensive, time-consuming and frustrating NIGOs. Our digital solutions prevent errors from license gaps, payment errors, missing paperwork and more.

Self-Administration

Take control of your order entry experience. Our self-administration tools give you the flexibility to change rules, forms and workflows. So, you have the power to react quickly to regulatory changes. Finally.

Embedded Technology

Gone are the days of jumping from platform to platform to sell different lines of business. Give advisors the freedom to pivot when clients are interested in an insurance product. Our technology allows advisors to sell within your existing systems.

E-Signature

Streamline your workflows with compliant and secure e-signature at no extra cost. Save the time, cost and inconvenience of mailing out for wet signatures. And offer the fast and easy digital experience modern clients expect.