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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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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.

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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.

TeamShield Product Page

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IBM Insurance Intelligent Operations (IIO) – AI-Powered L&A TPA / BPO Platform

IBM Insurance Intelligent Operations (IIO) is a full-stack, AI-powered transformation platform that replaces manual, fragmented insurance operations with intelligent, autonomous workflows. Purpose-built for Life & Annuity carriers, IIO combines generative AI, advanced analytics, and industrialized operations to deliver step-change performance, cutting operating costs by up to 40% within 12 months, increasing straight-through processing to 60–80%, and reducing cycle times by 50%+. For carriers under pressure to modernize, scale, or optimize capital, IBM IIO delivers measurable outcomes, fast, at scale, and with accountability.

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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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Leopard is the AI-powered system built to modernize in‑force life and annuity management. Forget portal hopping, manual policy reviews, or clunky legacy systems.

Leopard gathers messy policy data from across carriers, uses proprietary AI to surface conversion, replacement, and up‑sell opportunities, and outfits agencies, financial institutions, advisors, and carriers with instant quotes and polished sales materials. It’s the hidden layer that connects the dots and turns overlooked books of business into consistent growth engines—all while freeing your team to focus on sales.

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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® ThreatMetrix® Product Page

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.

LexisNexis® Risk Classifier with Medical Data Product Info

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® Life Data Prefill Product Info

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® LexisNexis® Health Intelligence

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.

LexisNexis® Emailage® Product Info

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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.

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Posit unifies the data analytics landscape for carriers, enabling actuarial, underwriting, claims, and product teams to build and deploy insights faster. Posit Connect publishes analytics applications, mortality studies, premium models, and automated reports directly to business partners and executives. Posit Package Manager provides secure Python and R package management essential for maintaining consistency across actuarial models, valuation work, and experience studies. Posit Workbench consolidates development across RStudio, Python, and VS Code for predictive modeling, product development, and enterprise analytics.

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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.

samplemed 360 product page

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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.

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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.

Spinnaker Analytics product page

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

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

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

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

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

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

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

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UnderwriteMe is a leading provider of risk management and marketplace solutions for the life and protection insurance market, with Data Tools that support insurers and distributors in accelerating underwriting and claims and streamlining the insurance application journey through data, automation and intelligent workflows.

The UnderwriteMe Decision Platform is a configurable risk management platform that enables life and health insurers to automate underwriting and claims processes, designed to integrate seamlessly with existing systems and data sources to help insurers improve efficiency, enhance customer experience and apply underwriting expertise consistently at scale.

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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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Data tools

Data tools

InsureSight®

Data digitization that’s fast, accurate and affordable.

Wink, Inc.

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