“A One Stop Life Insurance Resource.”

Self Service Demos

Self Service Demos

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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Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group

  • 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

Consumer Direct Insurance Tools (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

ExpressComplete Simplifies the eApp Process

  • 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

Ensight Intelligent Quote and Life Insurance Virtual Sales Presentation Platform

  • 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

eXtract Plus APS Analysis

  • 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

SmartOffice Anywhere CRM for Mobile Devices and Laptops

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