Multi-Carrier, Multi-Product, Multi-Channel Distribution Platform
For Better Workflows and Faster Submissions
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Thanks for stopping by our booth at the 2024 BISA Annual Convention! We are excited to work with the leading financial services industry association.
Our digital sales platform powers a better process so advisors and BISA members can improve sales and provide a better experience. Selling insurance and financial services products has never been easier.
Have You Seen Hexure’s Latest Innovation? A Visualizations Tool
Visualizations turns complex illustrations into interactive, easy-to-understand graphs for advisors to better educate and assist clients in choosing the right product for their needs. Learn more here.
Coming Soon: Annuity Quoting
We’re excited to expand our quoting solution to support annuities and further streamline the quoting process. Annuity quoting allows your advisors to sell more annuities with side-by-side quote comparison that explains annuity products using simple terms in a digestible layout.
Stay tuned for more information and exciting innovations to come!
Hexure Solutions
- 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!
Take outdated and cumbersome workflows and bring them into one unified system saving you time and money.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…
- Needs capture and needs determination
- Pre-sale authorization and disclosures
- Account opening and account onboarding
- Pre-suitability
- And more!
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.
About Hexure
