Thanks for stopping by our booth at the 2023 IRI Annual Convention! We are excited to work with industry leaders committed to the complete supply chain of the insured retirement industry.
Our digital sales platform powers a better process so advisors and IRI members can improve sales, provide a better experience and reduce NIGOs. Selling insured retirement strategies in a straight-through process has never been easier.
Take outdated and cumbersome workflows and bring them into one unified system saving you time and money. Achieve next-level straight-through processing by delivering products where advisors already conduct business. Build your processes and products once and use APIs to embed where you need it.
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…
The RIA Concierge Workflow Services package connects financial professionals with licensed advisors to streamline sales of products in the RIA market. This solution is designed to facilitate an automated process from RIA firm onboarding to e-application submission, connecting disjointed sales processes while offering clear visibility for all parties at each stage.
We’d love to chat more about how are solutions can help
Insurance Technologies is now doing business as Hexure. Our name and look are different, but our dedication to innovation and developing software solutions that solve the industry’s most critical challenges remain. If you have our old website bookmarked, be sure to update it with our new URL, Hexure.com.