"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
You need a better way to mine your book
Operate confidently with powerful data to back your client recommendations.
Quickly identify and capitalize on hidden revenue generating opportunities.
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
Offer clients peace of mind in knowing you’re not managing their policy alone – improving satisfaction without spending hours on admin.
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
On average, reviews take 3-4 hours each. Deliver client-ready reports with just a few clicks.
Reduce your margin of error by streamlining the reporting experience for each of your clients.
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
Client trust is paramount - Mitigate risk exposure & elevate your practice reputation.
Easily gain both a holistic view of your book and individualized information by policy.
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