Self Service Demos

Digitalize Your Annuities Business In 15 Minutes

Annuities Genius features

• Annuity Lead Generation

Your optimized personal website is there on the first day of using Annuities Genius.

• Pre-sales Presentation

Show the customer the power of calculating all the best annuity options for him in one report.

• Quoting SysteM

Create instant annuity illustration and print customer-friendly reports in one click.

• E-App

Send an annuity application blazing-fast without leaving the client page.

Bring Real World Dynamics to IUL & VUL Policy Illustrations

Run a LISA Benchmark analysis in under 5 minutes.

• Don’t rely on unachievable policy illustrations;
• Don’t lose client trust and harm your business;
• And don’t expose yourself to legal or regulatory action!

A simple yet powerful DI presentation software for Financial Advisors and Insurance Agents.

OneProtection Features

• Drastically increase your closing percentage

• Mitigate or eliminate client objections

• Elevate your sales commissions

Quote & Apply™ is the State-of-the-Art Method for Online Life Insurance Applications

• Sell Everywhere

Add Quote & Apply™ to your website or get a personalized Quote & Apply™ website to elevate your life insurance sales process.

• Artificial Intelligence

With 22 carriers, a myriad of product types, riders, features, and underwriting rules, let our AI help you find the best product.

• Real-Time Quoting

Accidental Death, Accumulation Indexed Universal Life, Final Expense, Guaranteed Universal Life, Long Term Care, Protection Indexed Universal Life, Return of Premium, Term, Universal Life, and Whole Life.

eValuate Field Underwriting for Life Insurance, Long Term Care, and Linked Benefits Sales Quoting Tool (Single & Multi-Carrier)

Features for eValuate:

• Investors Compare Financial Health against Group of Peers

• Risk Score

• Recommendations (Financial & Insurance)

• Consumer Facing

• PDF Report

• Distributors market the tool for Agent Recruitment

• Advisors – Social Media Campaigns for Lead Generation

• 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

• 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

• 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

• 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

• Contacts

• Advisors

• Agencies

• Policies 

• Presales

• Investment

• Calendar

• Notes

• Activities