Products Overview
Sales automation solutions that take your sales to a new level.

In today’s competitive financial services industry, it is crucial for carriers and distribution partners to have advanced sales automation tools to quickly and reliably sell financial and insurance products and process business in a fast and compliant manner.

Point of Sale Insurance Illustrations         Electronic Applications with Electronic Fulfillment


Sales automation solutions need to be intuitive, fast, and have mobile capabilities to gain ROI and distribution end-user adoption.

Insurance Technologies develops innovative products to meet industry needs that simplify and automate the way business is processed for the home office and sales force. 

Insurance Technologies offers comprehensive products unlike any other.

  • User-friendly solutions that streamline the sales process
  • Mobile technology to maximize sales opportunities
  • Pricing that makes sense
  • Standardization of product information and data
  • Suitability and compliance requirements support
  • Streamlined workflow among departments for increased productivity and collaboration
  • Solutions that can leverage current technology investment for seamless integration and straight-through processing

Straight-THrough-Processing with CRM Integration, Annuity Product Research, Inurance Illustrations, eApplications, Verification & Compliance, Processing & Settlement, Issuance


"By achieving a portfolio of competencies, partners demonstrate deep expertise and consistent capability on the latest Microsoft technology. These partners show true commitment to meeting customer technology needs today and into the future.”

- Jon Roskill,
Worldwide Partner Group
Microsoft Corp
7/18/2012