Inforce Management for Agents and Advisors

"At this point in time, if you are not doing inforce policy management for your clients, you're irresponsibly selling life insurance and annuities."
~ H. Schulman, Sagemark Consulting


Connecting Visibility to Opportunity

Mine Your Book
Enhance Client Service
Simplify Policy Reviews
Comply with Reg BI

You need a better way to mine your book

Book of BusinessBook of Business Intelligence

Operate confidently with powerful data to back your client recommendations.

Opportunity IdentificationOpportunity Identification

Quickly identify and capitalize on hidden revenue generating opportunities.

Manage by ExceptionManage by Exception

Focus only on the policies needing attention and meaningfully engage your clients.

You need to service your clients beyond the sale & grow your business with new referrals

Client ServiceClient Service

Offer clients peace of mind in knowing you’re not managing their policy alone – improving satisfaction without spending hours on admin.

Value Added ServicingValue-Added Servicing

It’s important to stand out and value-added services are the way to do it. Policy monitoring technology is a win for you and your clients.

You need simplified policy reviews

TimeFind More Time

On average, reviews take 3-4 hours each. Deliver client-ready reports with just a few clicks.

AccuracyImprove Accuracy

Reduce your margin of error by streamlining the reporting experience for each of your clients.

Top of MindStay Top of Mind

Create additional touchpoints to keep your brand top of mind for future client needs.

Reduce exposure to risk and avoid getting sued with Reg-BI compliant processes

Dont Get SuedDon’t Get Sued

Client trust is paramount - Mitigate risk exposure & elevate your practice reputation.

VisibilityComprehensive Visibility

Easily gain both a holistic view of your book and individualized information by policy.

Inforce AnalyticsInforce Analytics

Actionable insights will help you protect your clients' best interests & increase your revenue.

Instantly identify where potential exists


A single dashboard to manage policy performance


Generate policy reports with a single click


At-a-glance understanding of what's at risk


Inforce Management for Agents and Advisors