We empower financial and insurance professionals with a full suite of industry-specific technology that offers meaningful customer service and simplifies your processes including administration, product diligence, and implementation. See how you can leverage our custom-built solution to optimize your systems and get your efforts more focused.
Our turnkey Medicare quoting engine allows you to log in from anywhere and keep all of your companies in one location. Run the most up-to-date quote and compare all of your Medicare companies to ensure you are always providing your client with the lowest cost product.
Take the guesswork out of underwriting and compare all of your companies in one spot. Our top-of-the-line final expense quoting engine gives you access to the underwriting information you need to ensure you are offering the right solution each time.
Help your clients visualize their future. Our full-service retirement income planning software assembles detailed income analyses that you can utilize for strategy sessions, product comparisons, and general financial planning.
Our custom-built, industry-specific agency management system is the all-in-one tool to leverage your marketing efforts, manage your clients, maintain your administrative processes, track your prospects and leads, and handle your license management.
With detailed reporting across all users and insurance carriers, you gain clear insight into your revenue mix, sales performance, production levels, client preferences, and numerous other key business metrics so you can identify opportunities for improvement and growth.
To stay ahead of the curve, we have partnered with the top e-app platforms in the industry to build an easy-to-use system when it comes to processing and tracking your business.
Our lifetime income benefit calculator clarifies annuity product features and helps you compare costs and benefits across multiple options.
Even the best technology will not help if you do not know how to use it. Our talented staff offers personal training on all of your technology solutions, as well as dedicated support for your questions and concerns.
Fill out the form to schedule a demo of our full-service solution and discover new opportunities to enhance your processes.