Life Insurance Done Right

Visibility Drives the Right Actions on the Right Policies

See everything you’ve sold across all carriers and products. Analytics, custom reporting, and alerts and notifications let you find and prioritize the most critical policies to enhance client engagements and deliver meaningful outcomes.

Save Time and Improve Client Service

Our system streamlines workflows so you spend less time waiting on carriers and have information updated regularly. We let you focus on creating meaningful engagements with your clients while delivering proactive service to meet their needs.

Client-Friendly Deliverables Create Meaningful Client Interactions

Drive meaningful engagements with policy reporting your clients will understand without spending hours on admin. Our reporting tools simplify the sales process so you can capitalize on new revenue opportunities within your business – upsells, cross-sells, new product sales, and referrals.

Simple Steps, Big Results.

We’ve removed the guesswork from proactive policy management. Get started with a few data points. Then, we simplify everything — data gathering, policy updates, notifications — so you’re ready to engage your clients. Your dedicated customer success team will be with you at every step to ensure you’re getting the results you need.

Learn More About Our Solutions

Protect the policy owner's interests by proactively monitoring the policy performance throughout the insured's life.

Recommended Resources

Three Ways to Increase Sales Through Policy Service

Download the White Paper

Using Proformex for fingertip access to accurate, up-to-date policy values

Watch the Webcast

Four Foundational Elements of Ongoing, Proactive Client and Policy Servicing

Download the White Paper