Streamlined Sales Experiences

One platform for the entire sales workflow.

Digitally transform your sales process with an end-to-end sales platform. Our insurance sales solutions are configurable, cost-effective and consistent. Spend more time selling and less time chasing down paper forms or dealing with frustrating NIGO business. Make IGO sales the rule rather than the exception.

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Make Advisors' Jobs
EASIER

The industry’s top annuity and life insurance carriers and distributors work with us because they know our insurance sales solutions get results. Our technology amplifies the strengths of your sales team and converts your challenges into success stories. 

Powerful, streamlined sales are within reach thanks to modern solutions that remove bottlenecks, improve client experiences and make your advisors look good.  

 

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Get Rid of Disjointed Processes

Enjoy workflows where data flows seamlessly from one sales activity to the next. You’ll eliminate redundant data entry and drive in-good-order sales.

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Gain Peace of Mind

Ensure advisors are always working with the latest forms, carrier applications and rules, and meeting regulatory requirements. No more educated guesses.

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Shorten the Sales Cycle

A better client experience and a faster paycheck. Everyone wins with a streamlined and error-free process.  

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Work the Way You Want

Embed our insurance sales automation solutions into the systems your advisors are used to working in every day.

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Bring the Data to You

Not the other way around. Advisors can quote and illustrate multiple products and carriers from one place.

Spruce Up Your Story

Spruce Up Your Story

Don’t just show the numbers. Help clients understand the true value of working with you using sales automation.

Your Sales Goals:
ACHIEVED

Our sales automation tools are the roadmap to your success. Our annuity, wealth management and life insurance sales platform eliminates barriers and sets you on the path to achieving your most ambitious sales process goals.  

Want a better client experience? Done. Need the tools to improve advisor efficiency? Easy. Want to reduce NIGO rates? We thought you’d never ask.

Enjoy an end-to-end, fully digital sales process that sets your advisors up for success with the industry’s most robust and streamlined digital solutions 

 

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Work Smarter

Leave manual, repetitive tasks behind and replace them with automation and intuitive digital workflows.

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Eliminate NIGOs

Save time, money and frustration. Our clients have decreased NIGO rates by as much as 75%.  

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Transform Your Sales Experience

Give advisors and clients a streamlined, cohesive and painless process for all sales activities.

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Get A Move On

Buckle your seatbelt for an accelerated sales process and lightning-fast digital workflows.

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Shred Paper Processes

Sales with our solutions start digital and stay that way. Our end-to-end sales platform cuts paper out of your life forever.

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Simplify Your Worflows

No more jumping from system to system. Advisors manage sales inside a single comprehensive platform.

Empower Your Sales Team

Our solutions support the sales activities that unlock next-level performance for your advisors. From suitability and pre-sale to illustration, e-application and post-issue and inforce policy services, you can count on our platform to add efficiency, eliminate barriers and provide exceptional client experiences.

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Pre-Sale

Successful sales begin with reliable pre-sale processes. Rules-driven, fully connected and in-good-order from the start.

Pre-Sale

Successful sales begin with reliable pre-sale processes. Rules-driven, fully connected and in-good-order from the start.
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Quoting

Stand apart with simplified, multi-carrier and multi-product quoting capabilities.

Quoting

Stand apart with simplified, multi-carrier and multi-product quoting capabilities.
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Illustrations

Make the most of every sales opportunity with compliant and compelling illustrations.

Illustrations

Make the most of every sales opportunity with compliant and compelling illustrations.
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E-Application

A robust rules engine and wizard workflows give advisors and clients a truly modern e-application experience.

E-Application

A robust rules engine and wizard workflows give advisors and clients a truly modern e-application experience.
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Embeddable APIs

Bring your sales experience where you need it to be. From advisor portals to CRM systems, our solutions are at home anywhere.

Embeddable APIs

Bring your sales experience where you need it to be. From advisor portals to CRM systems, our solutions are at home anywhere.
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Integrates with All Your Favorite
TOOLS

Our digital insurance sales solutions connect with the industry leading software solutions your sales teams rely on so you can hit the ground running.

Financial Independence Group (FIG) set out to create an end-to-end sales process for their advisors and clients.

Listen to the Interview

Ready To Power Your Sales Workflow WIth Better Connectivity?

Get Started

Need more info?

We’d love to chat more about how are solutions can help