CONNECTING LIFE
AND ANNUITY SALES

We power better digital connectivity and automate sales for the life insurance and annuities business so consumers can get rates and buy policies more efficiently.

Let’s get started on building you a better future today!

What We Can Do For You

Carriers

Modernize Your Sales Workflows for Better Placement Ratios

We offer the only digital sales platform that supports BOTH life and annuities products. A great customer experience can make a difference in your placement ratio. You can provide that great experience when you only support one platform for all your products.

Distributors

Use Sales Automation for Better Workflows and Faster Submission

We provide digital sales capabilities for all distribution channels: broker-dealers, BGAs, IMOs, financial institutions, wirehouses, and private equity firms. You can quickly submit in-good-order business across multiple lines of insurance and retirement products.

A Few Of Our Clients

From BGAs, IMOs, broker-dealers, clearing firms to carriers, we work with the leaders of the industry.

Advisors Excel logo Allianz logo CUNA Mutual logo Equitrust logo Financial Advisors Group logo Ohio National logo Protective logo Sagicor logo Sammons logo Sentinel Security Life logo Wedbush logo

Why Choose Us?

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Digital Sales Illustrations & Process

Our solutions provide customizable, point-of-sale illustrations and power automated, cohesive digital sales journeys.

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Multiple Lines of Business

Our sales automation solutions support life, annuities, long-term care, disability, critical illness, and more.

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Omni- & Multi-Channel Strategies

The flexibility of our solutions supports your unique business strategy and provides for a modern sales experience.

What Our Clients Say

What's New At Insurance Technologies

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How did an agency recruit over 1,000 agents using a mobile app? Join us May 18 to find out!

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Dan LaBert, CEO of NAILBA, interviewed CEO Laird Rixford about his vision for Insurance Technologies and what is driving innovation in the industry.

Watch Now

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Insurance Technologies will be at key industry events throughout the year. Where are we going next?

View Upcoming Events

Real Clients, Real Results

See how Insurance Technologies helped a leading national carrier digitize 95% of their suitability data intake while removing data entry steps to accelerate time to issue.

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Our Company

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Culture

Work culture is more than a ping pong table. At Insurance Technologies, our culture is centered on our shared purpose.

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Join The team

We are looking for passionate, growth-minded people to join our team.

Explore Open Positions

Ready to power your sales workflow with better connectivity?

Channel Software Solutions for: Carriers | Distributors

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