Control Your Sales Process. Improve Efficiency.

A digital sales process you control. Reduce double data entry and increase speed to issue.

It is time to ramp up your operational efficiency. Our sales solutions enable powerful digital processes to streamline your sales. Configure your products and rules in our sales platform and control the sales process and experience to meet your unique needs.

More Efficiency and Fewer Costs

Digital workflows that automate the sales process will make your advisors more efficient and reduce your expenses. When you include e-signature as part of the workflow, you empower a streamlined and expedited digital sales process. Your advisors get to focus on what they do best—selling.

Faster Speed to Issue

Sales automation tools with robust rules allow you to drive in-good-order sales the first time, getting policies and contracts issued faster. Advisors can sell with confidence. Less maintenance. Zero headaches. And the client receives a better, simple sales experience.

Fewer NIGOs

When working to improve efficiency, not-in-good-order business presents a challenge. No longer with our digital sales platform. No more license gaps, payment errors or missing paperwork. Get used to in-good-order as the norm.

More Control

When you control the entire sales process, you get exactly what you need, how you need it. Plus, you can react quickly to market changes and create the experience that you want.

Easier Compliance

Meeting compliance requirements is critical to your operations. Have the flexibility and tools to automate your suitability, regulatory and compliance processes and workflows. Our insurance sales platform tracks all sales activity to help with auditing and meeting those requirements.