Life Insurance and Annuity Quoting Software

Increase your advisors’ productivity with a tool that simplifies both annuity quoting and life insurance quoting with multi-product comparisons.

Whatever product lines you sell, our solutions can make your quoting process faster, easier and more user-friendly.

One Platform. All Your Lines of Business.

What if your advisors could handle all their quoting activities inside a single, unified platform? Hexure’s quoting solution delivers the streamlined quoting experience advisors are hoping for—and that clients expect. Multi-product. Multi-carrier. Life insurance and annuities. Everything advisors need to provide a modern and efficient sales experience.

Make Life Quoting Easy

Advisors want a quick and simple way to sell. Our quoting solution offers the industry’s most advanced features in an easy-to-use package. Handle needs analysis, quoting, and submission inside an intuitive workflow from any device. Advisors can offer streamlined sales experiences, even when they can’t meet clients face-to-face.

Client Discovery

Find the Best Product for Clients

What if your advisors could handle all their quoting activities inside a single, unified platform? Hexure’s quoting solution delivers the streamlined quoting experience advisors are hoping for—and that clients expect. Multi-product. Multi-carrier. Life insurance and annuities. Everything advisors need to provide a modern and efficient sales experience.

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Enjoy Automated Health Class Selection

Our health analyzer tool reduces NIGOs by producing more accurate quotes as a result of automatically determining health class per carrier. 

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Use Cutting-Edge Features

Quote like a pro with the industry’s most robust functionality, including needs calculation, multi-face amount comparisons and advanced product filtering.

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Use Data to Your Advantage

Advisors can easily share quote information with clients and make the most of every sales opportunity with detailed quote analytics and reporting.

Maximum Convenience for Producers

Advisors want a quick and simple way to sell. Our quoting solution offers the industry’s most advanced features in an easy-to-use package. Handle needs analysis, quoting, and submission inside an intuitive workflow from any device. Advisors can offer streamlined sales experiences, even when they can’t meet clients face-to-face.

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Easily Move from Quote to Submit

Allow your advisors to kick off the application process by digitally submitting quote and insured information with directtocarrier e-tickets.

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Get Solutions Configured to Your Needs

Customize carriers, products, features and branding to fit your unique needs. Design the seamless process your producers want.

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Offer User-Friendly Experiences

Advisors can easily share quote information with clients and make the most of every sales opportunity with detailed quote analytics and reporting.

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Simplify Annuity Quoting

Advisors expect the annuity sales process to be messy, disjointed and a lot of work. Annuities are complex products, and finding the right product fit is challenging. Comparing products is an even taller ask. And explaining the differences to the client? Virtually impossible.   

Plus, gathering quotes manually takes valuable time and is prone to errors. A standalone quoting tool is not much better. They offer a disconnected workflow, require learning a new user interface (UI), and may still fail to present the results clearly. 

 Hexure’s annuity quoting tool streamlines and simplifies the process. Our solution connects with other sales activities, making it easy for advisors to learn and use. Quickly find the right product for clients with side-by-side comparisons. And, easily understand and explain annuity products with intuitive quote presentations.   

Cool. Calm. Connected.

Disjointed annuity quoting workflows take up advisors’ precious time. All too often advisors are forced into a frustrating disconnected workflow that that does not match the needs of your business and sets your advisors up for failure. 

 Hexure’s quoting solution gets rid of the runaround. Advisors and clients enjoy a streamlined sales process with a quoting workflow that connects seamlessly to the next step. Data flows from the quote directly into other sales activities, giving advisors a more efficient workflow and increased productivity. 

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Build Your Ideal Workflow

Customize the next step in your workflow for a more effective sales process.

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Enter Data Once

Reduce data entry by quoting multiple products at the same time.

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Unlock New Efficiency

Give advisors access to multiple carriers and product types from one place.

Where does your data go after the pre-sale process?

It depends on your workflow.

Resources

Quoting

Sell Sheet

“After a half dozen potential options, it became clear Hexure’s quoting tool offered lightweight capability, a good team, and a breath of integration from the tech and carrier data standpoint that would make us successful.”

-Accuquote

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