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Self-Service Demos

Get Ready to be Amazed!

 

Test Drive the most Innovative Solutions for Life Insurance and Annuities. Easy to use Self-Service Demos without the pressure of a Sales Person. After you have experienced these amazing solutions yourself, you will understand how they will Transform your Business, Reduce Costs, and Grow Your Sales!

 

Click the Demo buttons below to test drive the Self-Service Demos. Learn more about the Solution Providers and their products under “Solutions” on the top menu and also checkout the InsurTech Express: SOFTWARE STORE. Fill in the “More Information” box on the right if you would like someone to contact you.



 

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Consumer Direct Insurance Tools (CDIT)

Features for CDIT

  • Advisor Lead Generation
  • BGA Agent Recruiting
  • Co-Branding with P&C, Banks, & Health Agents
  • Consumer Quoting and eApp for Life Term, ROP, GUL, Final Expense, (Medicare Supplement coming soon)
  • Videos for Marketing Campaigns, Insurance Education, Consumer walk-through of the process
  • Customize Branding, Quoting, Designs Templates to Select
  • Dashboard for Lead Activity and Reporting

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ExpressComplete Simplifies the eApp Process

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Features for ExpressComplete

  • Easily Configurable to your Application Questions and Workflow
  • Optimized for a Tablet or Laptop
  • Single Sign On Capability
  • Multi-Carrier Quoting
  • Health Rate Analyzer to Confirm Underwriting Rate Class
  • Passes Order to Carrier Call Center or to CallComplete
  • Integrated with Exam Company’s Real Time Scheduling Portal
  • Automatic Notifications
  • Track Pending Status

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Ensight Intelligent Quote and Life Insurance Virtual Sales Presentation Platform

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Features for Ensight:

  • Ensight Intelligent Quote: Case Design with integrated single entry quoting and advance product benchmarking
  • Ensight Presentations: Life and Annuity wholesaler, producer, and financial professional – Transforms any client engagement, including virtual remote sales discussions 
  • Ensight Data Intelligence: Increase Sales Yields through Advanced Data Analytics

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eXtract Plus APS Analysis

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Features for eXtract Plus:

  • For an Underwriter, Easily Create a Searchable Document (Extracting Vitals, Medications & Key Information using AI Technology)
  • Render Medical Records (APS) & Lab Documents with Hyperlinks & Cover Pages
  • Validate 3rd party APS Summary for Missing Critical Information
  • Training Tool for Underwriters
  • eAPS Module (APS Summary Service)
  • Data Feeds to Reinsurers
  • Cloud or On Premise

 

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SmartOffice Anywhere CRM for Mobile Devices and Laptops

 

Features for SmartOffice Anywhere:

  • Contacts
  • Advisors
  • Agencies
  • Policies 
  • Presales
  • Investment
  • Calendar
  • Notes
  • Activities 

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eValuate Field Underwriting and Term Life Insurance Sales Quoting Tool (Single & Multi-Carrier)

 

Features for eValuate:

  • Real Time Underwriting Results
  • Co-Morbidities
  • Substandard Table Ratings
  • Single & Multi-Carrier
  • Term Quoting
  • Email Results to Underwriter
  • eValuate PLUS (Rapid Underwriting Decisions)