Multi-Carrier, Multi-Product, Multi-Channel Distribution Platform
For Better Workflows, Faster Submissions and a Straight-Through Process
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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.
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Take outdated and cumbersome workflows and bring them into one unified system saving you time and money.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
