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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
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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.
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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.
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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.
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!
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.
- 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!
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
