Sales
Simplified

From Input To Output And Everything In Between

Digitally transform the way insurance, retirement and investment products are marketed, sold and bought, delivered and managed with innovative sales automation solutions.

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Sales Automation Solutions
That Advance Your Business Strategies

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Sales Platform

Cohesive suite of interconnected sales components and capabilities across the entire sales lifecycle for carriers and distributors.

Sales Platform

Pre-Sale Functions & Account Opening, Quoting & Illustration, e-Application,
e-Delivery, Post-Sale Services, e-Signature and more…
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Enterprise Sales Illustrations

Comprehensive customizable sales illustration system with robust illustration capabilities for annuity and life insurance carriers.

Sales Illustrations

New and Inforce Illustrations, Sales Strategies, Risk Tolerance, Needs Analysis, Quoting, Calculations, Hypotheticals and more…

ALL LINES OF BUSINESS - ALL SALES CHANNELS
Life • Annuities • Long-Term Care • Disability • Critical Illness • Mutual Funds • REITS • And More...

Carriers • Financial Institutions • Broker Dealers • IMOs • FMOs • BGA's • MGA's • Banks • Wirehouses • And More...

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Market

OPTIMIZE SALES OPPORTUNITIES

Empower your sales by leveraging our dynamic and cohesive sales automation solutions that optimize business, digital sales, and customer engagement strategies.

  • Promote All Lines of Business
  • Efficiently Manage Business Processes
  • Simplify Product Purchasing
  • Deliver Sales Mobility
  • Increase Product Accessibility
  • Create Sales Consistency Across All Products

Engage

BE EASY TO DO BUSINESS WITH

Deliver intuitive and comprehensive sales tools that align with the way products are sold and bought, enhancing the selling and buying experience for advisors and consumers.

  • Accelerate In-Good-Order Sales
  • Increase Speed to Issuance
  • Simplify Fulfillment of Sales Requirements
  • Digitalize Sales Processes
  • Deliver Cohesive and Streamlined Processes
  • Drive User Adoption with User Friendly Tools
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Support

MANAGE PROCESSES EFFICIENTLY

Successfully manage back office, compliance and suitability requirements with configurable solutions that support a wide range of products, business processes, and workflows.

  • Support Multi-Channel or Omni-Channel Strategies
  • Automate Compliance Requirements
  • Manage Unique Sales Strategies and Workflows
  • Streamline Various Business Processes
  • Gain Sales Intelligence
  • Reduce Operational Cost

Connect with us today to learn more!

Channel Software Solutions for: Carriers | Distributors

Insurance Sales Solutions for: Life Insurance | Annuities | Long Term Care Insurance | Disability Insurance

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