Category: Blogs

Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.

An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. But with so many choices out there, finding the right one can be challenging.

Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it.

Technology is constantly changing. Stay ahead by implementing automated underwriting technology to accelerate your business in a sustainable and scalable way. Propel your business into the future and give yourself an edge over your competition

With automated financial forms filling, you can avoid frustration, maximize your time, and give your clients the customer-centric experience they seek.

e-Delivery has the power to streamline your processes and deliver documents with one simple click. With this type of solution, you can not only save time and money, but you can also improve your customer satisfaction due to the ease of doing business with you.

iPipeline and FIDx want to help financial professionals accelerate their businesses through a streamlined annuity experience.

InsureSight® provides real-time performance metrics across your agency—and shows how you stack up against the competition. With this comprehensive snapshot, you can analyze cycle times, placement ratios, and premiums—in real-time—to drive operational performance, identify market opportunities, and increase your wallet share.

Give yourself an edge over your competition and explore 5 ways to improve your placement ratio with InsureSight®.

If your New Account Opening (NAO) system feelz like a chronic health condition that hasn’t been treated, we offer five reasons to switch to an automated & streamlined digital solution.