UnderwriteMe is a leading provider of risk management and marketplace solutions for the life and protection insurance market, supporting eApp-aligned digital workflows by helping insurers and distributors streamline 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.

Be Compliant.
Be Transparent.
Get More Sales.

Before Annuities Genius: With thousands of annuities on the market, how can you really recommend the right one in the age of the BEST INTEREST STANDARD? Are you truly offering the best option to your clients?

After Annuities Genius: You have a TRUSTED product validation process to determine client suitability. You keep impeccable, comprehensive records. You have an all-in-one, compliant sales process.

Bestow’s Application Suite empowers businesses to create seamless digital-first and hybrid experiences for both customers and agents, spanning from initial quoting to final checkout. This suite enables the rapid deployment of white-labeled purchasing platforms that are designed to be intuitive and enjoyable for all users.

Bestow’s Administration Portal provides powerful servicing tools and TPA solutions, simplifying both pre- and post-issue servicing for administrators and customers alike. ¹

Fiduciary Genius is a retirement planning software designed for professionals, offering comprehensive coverage of various aspects of retirement planning. It simplifies complex financial calculations, allowing professionals to create accurate retirement plans.

eApplication^SM

Web based intelligent data and fillable forms eApplication^SM (e App) solution that can support any product. Supports collection via a robust User Interface (UI) with edits, drill downs. And, for more than 20 years, ‘real time client-side editing’.

eSignature

Paperless Solutions Group (PSG) eSignature   facilitates the signing of documents in a convenient and easy to use electronic fashion. The tool can be used as a stand-alone module or can be integrated into any PSG product.

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 enables digital, end-to-end processing by automating repetitive tasks and integrating seamlessly with existing eApp systems. It supports eDelivery workflows, enhancing speed and accuracy while reducing human error. This contributes directly to achieving straight-through processing goals by minimizing manual touchpoints.

Tapp eApp shines where other systems are not flexible enough or don’t support quick changes. Although it’s custom-coded, Tapp eApp rollout remains lightweight thanks to our use of reusable components. This allows you to meet evolving compliance standards and operational needs without long wait times.

Deployed to a dedicated cloud environment, your data remains fully segregated from other carriers. Tapp maintains strict data boundaries and does not use your data for analysis or marketing purposes.

With built-in remote eSign and in-office eSign capabilities, Tapp’s hybrid eSignature workflows create a smooth experience for multi-party signers.

KollabRT is a versatile collaboration platform designed to enhance customer support and issue resolution across various industries by enabling real-time communication and problem-solving. It features a customizable interface that can be tailored to specific business needs, including co-browsing and screen sharing, and integrates seamlessly with existing CRM and support systems. By streamlining support processes, KollabRT aims to deliver quicker resolutions and higher customer satisfaction, making customer support more efficient and effective through advanced collaboration tools.

When it comes to helping companies in the insurance and financial industries grow, we are relentless. We provide the most insightful, accurate and effective data and marketing strategies to help you make more connections, foster more sales and create reliable leads and growth.

A division of InsuranceNewsNet, the leading media company in the industry, First Class Data provides access to our full-service marketing agency that leverages over 20 years of experience crafting and deploying industry-specific campaigns, proven to get you the results your company deserves.

Lavvi’s Sales Enablement platform is an API-driven solution designed to enhance insurance distribution by integrating seamlessly with existing systems and offering modular, plug-and-play apps. It supports multiple distribution channels, including direct-to-consumer, embedded insurance partnerships, and advisor-driven models, ensuring flexibility and scalability. The platform automates compliance, provides customizable storefronts, and delivers an intuitive user experience with high conversion rates. By enabling faster time to market and improved partner collaboration, Lavvi helps insurers increase revenue and meet modern consumer expectations efficiently.

Policygenius Pro is a life insurance fulfillment platform that combines technology and licensed agents to help consumers get the coverage they need. Launched in 2022, it combines a custom-built CRM system, superior insurance products, and unique carrier integrations, making it the largest producer of term life insurance in the country.

Solvrays enables digital, end-to-end processing by automating repetitive tasks and integrating seamlessly with existing eApp systems. It supports eDelivery workflows, enhancing speed and accuracy while reducing human error. This contributes directly to achieving straight-through processing goals by minimizing manual touchpoints.

Bestow’s Application Suite empowers businesses to create seamless digital-first and hybrid experiences for both customers and agents, spanning from initial quoting to final checkout. This suite enables the rapid deployment of white-labeled purchasing platforms that are designed to be intuitive and enjoyable for all users.

OSG (Output Services Group, Inc.) is a leading provider of Customer Communications Management (CCM) solutions with over 50 years of experience. As a specialist in sending regulated communications across multiple channels, OSG focuses on improving the customer experience in those touchpoints and helping achieve the goals of its clients.

Fiduciary Genius is a retirement planning software designed for professionals, offering comprehensive coverage of various aspects of retirement planning. It simplifies complex financial calculations, allowing professionals to create accurate retirement plans.

Life Insurance Sustainability Analytics – LISA – is a powerful, easy to use online toolset that tests Variable and Indexed Universal Life policy illustrations, providing a real-world assessment of the probability of achieving (or not) the policy owner’s expectations for the policy.  Expectations like premiums, income from policy loans and death benefit amounts at critical ages cannot be tested for likely policy success or failure with just the standard industry illustration – LISA is currently the only way to obtain this policy performance risk assessment.

Be Compliant.
Be Transparent.
Get More Sales.

Before Annuities Genius: With thousands of annuities on the market, how can you really recommend the right one in the age of the BEST INTEREST STANDARD? Are you truly offering the best option to your clients?

After Annuities Genius: You have a TRUSTED product validation process to determine client suitability. You keep impeccable, comprehensive records. You have an all-in-one, compliant sales process.

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.

UnderwriteMe is a leading provider of risk management and marketplace solutions for the life and protection insurance market, enabling Straight Through Processing by helping insurers and distributors accelerate underwriting and claims and streamline 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.

Be Compliant.
Be Transparent.
Get More Sales.

Before Annuities Genius: With thousands of annuities on the market, how can you really recommend the right one in the age of the BEST INTEREST STANDARD? Are you truly offering the best option to your clients?

After Annuities Genius: You have a TRUSTED product validation process to determine client suitability. You keep impeccable, comprehensive records. You have an all-in-one, compliant sales process.

Bestow’s Application Suite empowers businesses to create seamless digital-first and hybrid experiences for both customers and agents, spanning from initial quoting to final checkout. This suite enables the rapid deployment of white-labeled purchasing platforms that are designed to be intuitive and enjoyable for all users.

Fiduciary Genius is a retirement planning software designed for professionals, offering comprehensive coverage of various aspects of retirement planning.

It simplifies complex financial calculations, allowing professionals to create accurate retirement plans.

Scalable, enterprise solutions for the entire insurance industry.

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.

Paperclip Internet eXpress® Document Exchange: A many-to-many document exchange network purpose-built to connect trading partners at scale. Supporting three flexible delivery methods, Internet eXpress securely delivers and tracks digital documents with exceptional speed, visibility, and reliability. With over 70 million documents processed annually, it delivers proven scalability, security, and operational confidence across the ecosystem.

SIGN® eSignature: Say goodbye to complicated e-sign solutions. Paperclip Sign delivers a single, unified workflow for both wet and digital signatures, combining simplicity with top-tier security standards. It works seamlessly with all file types and requires no setup.

Posit enhances STP capabilities for carriers by ensuring reliable, transparent, and reproducible model execution throughout the new business process. Posit Connect powers STP by serving underwriting models, rule-based decision engines, and operational dashboards that plug directly into automated workflows. Posit Package Manager maintains stable, compliant package environments that keep STP decisions consistent over time. Posit Workbench provides a centralized platform for developing and testing new business automation logic, actuarial rules, and data pipelines supporting accelerated underwriting and instant-issue 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.

The AgentVizion Suite is a powerful set of insurtech solutions designed by Magnifact to provide real-time, data-driven insights for insurance agents, agencies, and carriers. It enhances distribution intelligence, streamlines operations, and boosts sales performance.