Lines of Business
- Life Insurance: Variable Universal, Indexed Universal, Universal, Whole Life, and Term Life
- Annuities: Variable, Fixed, Indexed, Immediate and Deferred
- Long-Term Care
- Disability Income
- Critical Illness
- Mutual Fund
- Health Care
- Hybrid Products
- Licensing and Appointment Processing
- Alternative Investments
- All Post Issue Transactions (Financial and Non-Financial)
- And more...
Carriers can manage sales agreements, form packages, products, data collection requirements and multi-channel environments for all lines of business on one system. Distributors are able to provide their advisors an intuitive and consistent electronic data capture sales experience for all product types while meeting multi-carrier, distributor and compliance requirements.