Sales Automation
Software Solutions

Support all your sales lifecycle needs and deliver cohesive experiences to advisors and consumers with robust sales automation solutions.

Digitally Transform Your Sales Processes

No Matter Your Sales Channel or Need, We Have Your Solution

  • Multiple Lines of Business Support
  • Multi-Channel Sales Enablement
  • Intuitive and Dynamic User Experiences
  • Connected and Disconnected Accessibility
  • Customization and Branding
  • Compliance and Suitability Workflows
  • Consistent Technology and Databases
  • Seamless Integrations

Comprehensive Sales Solutions

We architecturally design our financial and insurance software solutions to provide the flexibility and usability to support unique business strategies, enable cross-channel growth and evolve with regulatory and industry changes. Our goal: to empower carriers and distributors to optimize their sales processes, opportunities and experiences. Don’t force a way of doing business, but rather advance the way you promote products and services to advisors and consumers and enhance the customer experience—your way.

IGO Electronic Application and Insurance Sales

Sales Platform

FireLight® is a multi-carrier sales platform that delivers a suite of interconnected sales components and data that support the entire sales process, digitally transforming the way all insurance and financial products are marketed, captured and processed.

From needs capture and illustration to e-application and post-sale services—for all lines of business and all sales channels.

Insurance Sales Illustration Software

Enterprise Sales Illustrations

ForeSight® is a mobile, highly customizable enterprise point-of-sale illustration system that provides robust illustration capabilities, advancing the way life and annuity carrier products are quoted, illustrated and sold.

From quoting and risk tolerance to advanced sales concepts and illustrations—for new business, inforce and multiple product selling.

Life Insurance Illustrations

Connect with us today to learn more!

Channel Software Solutions for: Carriers | Distributors

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