Plum Life
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“A One Stop Life, Health, and Annuity Resource.”
We recognized that today’s consumers want to buy online-but they still appreciate the value of your expertise to help them make informed, confident choices. So we designed a way to bring the two together.
Fortunately, we’re industry lifers who know a thing or two about technology. So we designed the ideal digital experience that makes it easy for both agents and clients. We also offer a broad suite of products including Instant Issue Term with a Return of Premium option, Accelerated Term, Whole Life and AD&D.
We’ve made it simpler and easier than ever to:
A best-in-class digital platform that makes it simple and easy for agents to sell products online and meet their clients’ life insurance needs.
A broad range of prospecting and marketing tools designed to help close the deal and sell.
A partner that provides full transparency, so you know where you and your clients stand in the process at any moment.
A growing suite of products, including Term, Whole Life and AD&D, designed for the Brokerage sale. With conversion options, brokerage pricing, value-added riders and the ability take replacements, Plum Life is the Agent’s Digital Portal.
Targeted and meaningful client communication throughout the entire journey that results in a 38% lift in conversion.
Plum Life is where your team can come together to get stuff done. Our portal allows you to run your business efficiently without spending a ton of time managing cases.
The Ideal Selling Expirience
A friction free experience for both you and your client. We’ve reimagined the way you sell life insurance to make it work in a digital world and to make your life easy.
What Products do you offer?
We offer products your clients want – Instant Issue Term with a Return of Premium option, Accelerated Term, Whole Life, Final Expense and AD&D. Other products are also available upon request.
Products designed for the brokerage sale
With flexible product options, underwriting transparency and ability to get quick decisions, our fully convertible term products are designed for today’s digital customer.
Best – in – class Advisor Portal
Access a suite of tools & dashboards designed to help you manage and grow your business, better connect with your clients and be more efficient. We give you full transparency, so you know exactly where you and your client stand in the process – all from the palm of your hand.
Highly Competitive Pricing Commissions
Earn highly competitive commissions while offering your clients some of the best prices in the market. As soon as policies are funded, you’ll get paid.
Now you can access and build a book of business right from your smartphone. With a suite of marketing tools targeted at new and existing customers, and all the service and support you’ll ever need.
