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Top 10 Criterion for Selecting a Life Insurance Vendor & Platform:

  •   Best fit for your current & future needs (closest alignment)

  •   Competitive Price

  •   Market Size (Years of experience)

  •   Quality of Service (Reputation and Brand)

  •   Speed to market (Implementation maintaining HQ)

  •   Agility plus openness in customization & integration

  •   Some self-service administration

  •   Partner relationship

  •   User experience & API

  •   Industry standards (Easily share data with trading partners)

Shop Software Store Pages

Solution Platform Product Name Vendor Storefront Page
Agency Mgmt Systems & CRM Centralize Equisoft Click Here
Portal Platform Self Service Portal Equisoft Click Here
Call Center CallComplete ApplicInt Click Here
Digitize Paper/Image Applications Mojo Paperclip Click Here
Document Exchange Internet eXpress Paperclip Click Here
Document Management Virtual Client Folder (VCF) Paperclip Click Here
eApp ExpressComplete ApplicInt Click Here
eApp U*Complete ApplicInt Click Here
Sales Leads, Quoting & Illustrations OPUS™ Illustrations illustrate inc Click Here
Sales Leads, Quoting & Illustrations Illustrate Equisoft Click Here
Sales Leads, Quoting & Illustrations Ensight Ensight Click Here
Secure Email with eSigning eM4 Paperclip Click Here
Policy Administration Systems Manage Equisoft Click Here
eApp Apply Equisoft Click Here
Agency Mgmt Systems & CRM Connect Equisoft Click Here
eApp Quote & Apply BackNine Insurance Click Here
Call Center FAST CallComplete ApplicInt Click Here
eApp FAST ExamComplete ApplicInt Click Here
eApp FAST U*Complete ApplicInt Click Here
eApp ExamComplete ApplicInt Click Here
eApp LexisNexis® Life Data Prefill LexisNexis® Click Here
Sales Leads, Quoting & Illustrations LexisNexis® Life Data Prefill LexisNexis® Click Here
Life Underwriting LexisNexis® Life Data Prefill LexisNexis® Click Here
Customer Engagement/ Retention LexisNexis® Life Data Prefill LexisNexis® Click Here
Data Analytics LexisNexis® Life Data Prefill LexisNexis® Click Here
Insurance Data Exchange LexisNexis® Life Data Prefill LexisNexis® Click Here
Cyber Security Endpoint Security FCI Click Here
Licensing, Compliance, IT Services, Legal & Cybersecurity eNoah's IT Services eNoah Click Here
Life Underwriting TrueRisk® Life TransUnion Click Here
Data Analytics TrueRisk® Life TransUnion Click Here
Life Underwriting DriverRisk Life TransUnion Click Here
Data Analytics TruAudience® Platform TransUnion Click Here
Data Analytics LexisNexis® Risk Classifier with Medical Data LexisNexis® Click Here
Life Underwriting LexisNexis® Risk Classifier with Medical Data LexisNexis® Click Here
Straight Through Processing LexisNexis® Risk Classifier with Medical Data LexisNexis® Click Here
Sales Leads, Quoting & Illustrations Trusty Select® Pro Trusty.care Click Here
eApp Trusty Select® Pro Trusty.care Click Here
eDelivery Trusty Select® Pro Trusty.care Click Here
Straight Through Processing Trusty Select® Pro Trusty.care Click Here
Portal Platform Trusty Select® Pro Trusty.care Click Here
Customer Engagement/ Retention Trusty Select® Pro Trusty.care Click Here
Data Analytics Trusty Select® Pro Trusty.care Click Here
Commission Accounting Trusty Select® Pro Trusty.care Click Here
Insurance Data Exchange Trusty Select® Pro Trusty.care Click Here
Agency Mgmt Systems & CRM Trusty Select® Pro Trusty.care Click Here
eApp Trusty Back Office Pro Trusty.care Click Here
eDelivery Trusty Back Office Pro Trusty.care Click Here
Straight Through Processing Trusty Back Office Pro Trusty.care Click Here
Portal Platform Trusty Back Office Pro Trusty.care Click Here
Customer Engagement/ Retention Trusty Back Office Pro Trusty.care Click Here
Data Analytics Trusty Back Office Pro Trusty.care Click Here
Commission Accounting Trusty Back Office Pro Trusty.care Click Here
Insurance Data Exchange Trusty Back Office Pro Trusty.care Click Here
Agency Mgmt Systems & CRM Trusty Back Office Pro Trusty.care Click Here
Legal & Cyber Security ThreatMetrix® LexisNexis® Click Here
Data Analytics ThreatMetrix® LexisNexis® Click Here
Data Exchange ThreatMetrix® LexisNexis® Click Here
Data Analytics LexisNexis® Emailage® LexisNexis® Click Here
Legal & Cyber Security LexisNexis® Emailage® LexisNexis® Click Here
Sales Leads, Quoting & Illustrations eValuate Paperless Solutions Group Click Here
eApp eApplication Paperless Solutions Group Click Here
eApp eSignature Paperless Solutions Group Click Here
Life Underwriting eValuate Paperless Solutions Group Click Here
Life Underwriting eValuate PLUS Paperless Solutions Group Click Here
Life Underwriting eRequirement Paperless Solutions Group Click Here
Legal & Cyber Security eSignature Paperless Solutions Group Click Here
eApp Medix Medix Click Here
Data Analytics Medix Medix Click Here
Life Underwriting Medix Medix Click Here
Document Management Medix Medix Click Here
Heath Management Medix Medix Click Here
Sales Annuities Genius Annuities Genius Click Here
Sales Leads, Quoting & Illustrations Annuities Genius Annuities Genius Click Here
eApp Annuities Genius Annuities Genius Click Here
Straight Through Processing Annuities Genius Annuities Genius Click Here
eDelivery Annuities Genius Annuities Genius Click Here
Annuity Order Entry Annuities Genius Annuities Genius Click Here
Sales Leads, Quoting & Illustrations OneProtection OneProtection Click Here
Life Underwriting QMT Emtech Group Click Here
Annuity Order Entry QMT Emtech Group Click Here
Policy Administration QMT Emtech Group Click Here
eApp OPUS eApp illustrate inc Click Here
Document Management The Capture Place (TCP) Paperclip Click Here
Life Underwriting QMT TrueXML Emtech Group Click Here
Annuity Order Entry QMT TrueXML Emtech Group Click Here
Policy Administration QMT TrueXML Emtech Group Click Here
Underwriting & Claims Employee Pooling Services Employee Pooling Click Here
Agency Mgmt Systems & CRM Employee Pooling Services Employee Pooling Click Here
Commission Accounting Employee Pooling Services Employee Pooling Click Here
Life Inforce Policy Service Employee Pooling Services Employee Pooling Click Here
Licensing, Compliance, IT Services, Legal & Cybersecurity Employee Pooling Services Employee Pooling Click Here
Cybersecurity SAFE Paperclip Click Here
Sales Leads, Quoting & Illustrations Insurance Illustration Support eNoah Click Here
Underwriting & Claims Medical Records Summarization Service eNoah Click Here
Underwriting & Claims Medical Records Retrieval Service eNoah Click Here
Agency Mgmt Systems & CRM Salesforce CRM eNoah Click Here
Document Management Medical Records Retrieval Service eNoah Click Here
Licensing, Compliance, IT Services, Legal & Cybersecurity Licensing and Contracting eNoah Click Here
Data Analytics Data Science Services eNoah Click Here
Agency Mgmt Systems & CRM AgentVizion Suite Magnifact Click Here
Data Analytics AgentVizion Suite Magnifact Click Here
Insurance Data Exchange AgentVizion Suite Magnifact Click Here
Portal Platform AgentVizion Suite Magnifact Click Here
Insurance Data Exchange AgentVizion Suite Magnifact Click Here
Straight-Through-Processing AgentVizion Suite Magnifact Click Here
eApp Solvrays Solvrays Click Here
Straight-Through-Processing Solvrays Solvrays Click Here
eDelivery Solvrays Solvrays Click Here
Underwriting & Claims Solvrays Solvrays Click Here
Life Inforce Policy Service Solvrays Solvrays Click Here
Document Management Solvrays Solvrays Click Here
Licensing, Compliance, IT Services, Legal & Cybersecurity Solvrays Solvrays Click Here
Data Analytics Solvrays Solvrays Click Here
Insurance Data Exchange Solvrays Solvrays Click Here
Document Management Tapp's Document Management Tapp Solutions Click Here
eApp Tapp eApp Tapp Solutions Click Here
Straight-Through-Processing Tapp eApp Tapp Solutions Click Here
Underwriting & Claims Tapp Mobile Qualify App Tapp Solutions Click Here
Underwriting & Claims Tapp's First Notice of Loss Tapp Solutions Click Here
Sales Leads, Quoting & Illustrations Tapp Mobile Illustration Tapp Solutions Click Here
Sales Leads, Quoting & Illustrations Tapp's Quoting Tools Tapp Solutions Click Here
Portal Platform Tapp's Agent Portal Tapp Solutions Click Here
Portal Platform Tapp's Policyholder Portal Tapp Solutions Click Here
Digitize Handwritten App Solvrays Solvrays Click Here
Workflow Automation Solvrays Solvrays Click Here
Sales Leads, Quoting & Illustrations Program for Medicare & Insurance Agents RSSA Click Here
Annuity Order Entry Solvrays Solvrays Click Here

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