Technology

Technology

Our focused suite of technology empowers financial/insurance professionals to provide meaningful customer service and simplifies administration, product diligence, and implementation. Our team of dedicated staff helps you to take your practice to the next level.

Medicare Planning

By using our Turnkey Medicare quoting engine you will be able to login from anywhere and run the most up to date quote. The quoting system is kept up to date and allows you to compare all your Medicare companies in one location, ensuring you are always putting your client in the lowest cost product.

Final Expense Planning

By having access to the top of the line final expense quoting engine, you will be able to compare all of your companies in one spot. Our tool will also allow you to include underwriting information making sure you are offering the right solution each time. Takes the guess work out of underwriting.

Prudent Retirement Planning

Access our full service retirement income planning software to provide detailed income analysis and help clients visualize their future. Its work great for strategy sessions, product comparison, and general financial planning.

Empowered Annuity Purchases

Our lifetime income benefit calculator clarifies annuity product features and helps you compare costs and benefits across multiple options.

Electronic App Platform

With most companies going digital, we have wanted to stay at the forefront of this venture. We have partnered with the top e-app platforms in the industry to make sure that you will have access to an ease of use system when it comes to processing and tracking business

Custom Agency Management System

With our custom built industry specific agency management system, we give you marketing, client management, agency management, license management all in one tool. This is given to our platinum level partners at no additional cost.

Visibility into firm-level performance

Detailed reporting across all users and insurance carriers means clear instant insight into your revenue mix, sales performance, production levels, client preferences, and numerous other key business metrics

 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 our technology solutions, as well as dedicated support for your questions and concerns.

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