Data tools

Data tools

Capgemini is the business transformation partner for enterprises in the age of AI. We help organizations imagine and build an intelligent, sustainable future, combining AI, technology and human ingenuity to transform how they operate, innovate and grow. With unique end-to-end capabilities spanning strategy, technology, engineering and intelligent operations, we bring together deep industry expertise and market-leading capabilities in AI, cloud and data to turn ambition into measurable business outcomes at scale. Supported by a robust ecosystem of partners and nearly 60 years of expertise, Capgemini is a responsible and diverse global organization of over 410,000 team members in more than 50 countries. The Group reported 2025 revenues of €22.5 billion. 

AdvizorPro is the leading intelligence platform for the insurance and wealth industry, helping IMOs, FMOs, BGAs, and distribution teams find, understand, and recruit producers. We map producers across both the insurance and wealth channels and connect the two, so you see the whole producer instead of half. On the wealth side that includes more than 700,000 verified RIA and family office profiles, and we also serve the asset managers, ETF issuers, and wealthtech firms prospecting across the same market.

The platform runs on verified data that is continuously updated by our AI engine and the teams using it, so you work from what’s true now, not a stale file. Search and filter by license, carrier appointments, and lines of authority to surface best-fit producers, then get the context that wins meetings: team structure, recent moves, and intent signals. Native CRM integrations with Salesforce, HubSpot, and Dynamics auto-enrich contacts and power real-time workflows, while TrafficIQ identifies anonymous producers and firms visiting your site. AdvizorPro also connects directly to AI tools like Claude and ChatGPT, bringing live producer data into your workflows in plain English.

Bestow Intelligence leverages cutting-edge data technology to transform your business operations.  By harnessing the power of modern data analysis, Bestow Intelligence provides valuable insights and actionable strategies, enabling you to optimize processes, improve decision-making, and ultimately revolutionize how you do business.

TeamShield by Go Culture™ is an AI-driven workforce risk prevention and analytics platform that gives insurers and insured organizations early visibility into people-driven risk that often escalates into EPL claims, high-severity losses, and nuclear verdicts.

By capturing and analyzing leading indicators inside the workforce—well before complaints, claims, or litigation— TeamShield by Go Culture™ helps carriers and their customers move risk management upstream. The platform transforms employee sentiment, communication patterns, and operational friction into actionable intelligence, enabling proactive intervention, documented good-faith efforts, and measurable loss-ratio improvement.

TeamShield by Go Culture™ is designed to operate as a prevention layer, not a claims or HR replacement—supporting underwriting differentiation, risk mitigation strategies, and stronger insured relationships.

illustrate inc. helps life insurers and annuity providers modernize their sales and new business operations with flexible digital solutions.

Our highly configurable platform streamlines sales-to-issue workflows, connecting quoting, illustration, eApplication, underwriting, case management, and eDelivery while seamlessly integrating with core systems.

AI-powered life insurance illustration analysis for advisors, firms, and fiduciaries. Upload an in-force or new business illustration — receive a structured policy review with Health Score, funding analysis, rider evaluation, and client-ready reporting in minutes.

Five purpose-built modules: PolicyCheckup (client engagement), PolicyReview (single-policy diagnostic), PolicyMatch (goal alignment), PolicyCompare (side-by-side comparison support), and TOLIReview (fiduciary review for trust-owned life insurance).

Built by Robert Chwalk, CFP®, CLU®, ChFC®, a 30-year financial services veteran with experience at UBS, Merrill Lynch, and Fidelity Investments. Built on SOC 2 Type II-attested infrastructure. Zero-Knowledge PII architecture.

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InsureSight®

InsureSight® leverages data analytics and AI to offer you a holistic view of your operations to help improve performance and drive growth. Identify markets for entry by analyzing the white space for your product portfolio, and gain insight into the industry and how you stack up with the competition. Scorecard views provide easy snapshots on the performance metrics of carriers, distributors and/or agents, and real-time reporting ensures the data is as fresh as possible.

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MIB Group provides data-driven solutions for the insurance industry, enabling clients to improve efficiency, manage risk, and grow profitably. Key components include Code Solutions, Checking Service, Disability Insurance Record Service, Client View, In Force Data Solutions, Digital Solutions, and Actuarial Services. MIB’s unique position in the life insurance industry allows them to provide unique application insights, streamline data collection, optimize financial risk management, and support industry studies and compliance requirements.

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LexisNexis® ThreatMetrix® for Insurance is a crowdsourced repository of global digital transaction intelligence that combines offline behavior with online transaction insights to better confirm identities, prevent fraud and provide a seamless customer experience.

LexisNexis® Risk Classifier with Medical Data integrates behavioral and medical history into a single underwriting model. This helps enable life insurers to better understand and segment risk, minimize invasive requirements and accelerate the underwriting decision process.

As an interactive single-inquiry solution, LexisNexis® Life Data Prefill helps streamline the insurance process at the point of application, reducing the time and cost of capturing some of the data necessary to help properly evaluate your applicants.

LexisNexis® Health Intelligence is a comprehensive risk decisioning solution designed primarily for the U.S. life insurance industry, though its capabilities extend to various healthcare sectors. It provides digital health data and intuitive reports compiled from over 30,000 data sources, including electronic health records (EHRs), claims data, and social determinants of health. The platform leverages advanced linking, parsing, and normalization technologies to provide actionable insights that help insurers accelerate risk assessment, streamline underwriting, and improve mortality performance. Beyond insurance, LexisNexis Health Intelligence aims to empower healthcare organizations with data and analytics to enhance clinical workflows, optimize operational efficiency, improve patient outcomes, and ensure compliance.

LexisNexis® Emailage® for Insurance is a powerful fraud risk scoring solution that reimagines fraud detection by utilizing email intelligence as a core risk identifier. By evaluating email address metadata points like domain details, email details, risk indicators and other personally identifiable data, Emailage® delivers both decision data and a risk score that helps prevent fraud during various stages of the insurance process.

Data digitization that’s fast, accurate and affordable.

Our clients trust Paperclip solutions to securely capture, transcribe, store, and exchange their most sensitive data, such as PII, PHI, NPI, and corporate IP. With more than three decades of customer-centric innovation, Paperclip is a proven strategic partner that continues to revolutionize the content supply chain for the insurance industry.

 

Paperclip Mojo® Data Transcription: Harness the power of machine learning to accurately capture data from any file format—including images, PDFs, spreadsheets, XML, and other structured sources. Mojo supports multiple onboarding ramps to meet partners where they are, including Mojo Easy, Internet eXpress, Virtual Client Folder (VCF), SFTP, and API integrations, enabling fast adoption while maintaining security, compliance, and consistency across workflows.

Based upon the extensive Samplemed medical underwriting experience, we believe samplemed360 is the only life and health underwriting platform you need. In addition to including all Samplemed solutions for risk analysis and controlling case flow elegantly and autonomously, the platform reveals deeper underwriting insights, because it was designed with a data-focused philosophy.

So, if you want to organize your flows, optimize cost in underwriting, or unleash your own data, be sure to use s360. The future of underwriting arrived.

Solvrays provides real-time operational analytics across processes. Managers can monitor performance indicators, identify bottlenecks, and make data-driven decisions through a customizable dashboard that surfaces actionable insights on team and workflow efficiency.

Soss Strategy Group partners with insurance and insurtech leaders to turn raw data into a strategic asset. We act as a product owner of your data — defining what should be measured, how it flows across systems, and how it connects to business outcomes. Our work surfaces the insights that drive roadmap decisions, operational improvements, and growth strategies grounded in evidence rather than intuition. When leaders know their data is structured, reliable, and tied to real goals, they stop second-guessing and start moving with confidence.

Spinnaker Analytics has been driving insurance sales growth for carriers and brokers for more than two decades. Headquartered in Boston, Spinnaker has deployed its solutions globally. Their solutions help leading insurers identify new sales opportunities, improve their workflows, and optimize their workforce to improve overall efficiency and effectiveness. 

TruAudience™ – Help insurers enhance targeting and optimize marketing spend.

TruLookup™ – Investigative solutions that includes actionable information about a consumer or company to assist in claims and special investigations processing.

TruContact™ – Help optimize call center operations for efficiency gains, expense savings and helps elevate the phone channel experience.

TruIQ™ – Allows insurers to leverage data science technologies and consulting services for custom insights.

TruVision™ – Risk management solutions that includes expense management and pricing sophistication solutions.

TruValidate™ – Identity fraud detection and prevention solutions that addresses data security risks and helps insurers deliver friction-right digital experiences.

TruEmpower™ – Allows insurers to deepen customer relationships with consumer engagement solutions, including services that support their cyber insurance offerings.

TruAgents is the modern platform for outbound communications that are personal, compliant, and operate at scale across every channel. Unlike legacy platforms that use static templates, TruAgents is an agentic AI system that generates every communication in real-time – unique, contextually relevant messages tailored to each recipient’s history, preferences, and behavior.

Intelligent agents handle enrollments, policy renewals, claims communications, and cross-sell campaigns that improve customer engagement and drive policy growth, while lowering costs. Purpose-built for regulated industries, companies trust TruAgents for compliant, high-volume communications and measurable outcomes. 

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Wink, Inc.

Wink, Inc. is a market research firm that tracks life insurance and annuity companies, their products, features, rates, and sales. In short, we provide accurate, thorough, timely, and compliant product information on life insurance contracts and annuities.

We offer full-service competitive intelligence for life insurance and annuity home offices, distributors, sales professionals, and consulting firms. Wink’s prices are a fraction of other product intelligence tools, and our service is unbeatable.

Our strength is creating deep relationships that aid in the exchange of information through a team of phenomenal, professional, and pretty darn cool people. As a result, we have the information that others just don’t. *wink*

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