“A One Stop Life, Health, and Annuity Resource.”
Tapp’s Agent Portal is designed to streamline workflows, simplify policy management, and strengthen communication between agents and home offices. With a focus on usability and flexibility, the portal empowers agents to work efficiently while delivering exceptional service to policyholders.
The Policy Administration System agnostic allows the Carrier to customize and optimize the agent experience to maximize self service.
Tapp’s Policyholder Portal provides a secure, self-service experience for your customers. Policyholders can view their active policies and annuity details without needing to call the home office, reducing operational strain and improving client satisfaction. The portal is customized using reusable components for limitless flexibility.
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.
Bestow’s Agent Portal offers intuitive sales management tools and dashboards, providing agents and carriers with reliable, real-time policy status updates at their fingertips.
Bestow’s Administration Portal provides powerful servicing tools and TPA solutions, simplifying both pre- and post-issue servicing for administrators and customers alike.
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.
Repredict is an AI-driven insurance prediction tool that revolutionizes decision-making in the insurance sector. It empowers financial advisors and insurance professionals by leveraging the power of data analytics and artificial intelligence.
The Equisoft Self Service Portal is an insurance dedicated secure portal meant to provide all the policy information directly to the policy holder and the agent, anytime and on any device. It is meant to replace all the paper work and answers most of the questions that agents and policy holder have on their policy. It also enables users to make changes in real-time to their policies and avoid filling up paper forms to change an address.Â
So not only does it improves significantly the customer experience by providing 24/7 self-service access, but it reduces dramatically the cost of servicing from an carrier operation perspective. The Servicing portal also have provides many agent specific functionalities related to compensation, commissions and pending applications.
Sell more policies and deliver better customer experiences with comprehensive access to Electronic Health Records (EHRs).
Connecting Each Touchpoint on the Sales and Customer Success Journey.
Trusty.care’s end-to-end sales & customer support experience platform has all the software and integrations needed to connect all stakeholders in the health insurance ecosystem, from point of sale to commissions analytics to member engagement and retention. Our modular approach seamlessly connects data, teams, and members to optimize your sales processes. Each module is powerful alone, even better together.
Trusty.care helps your business Connect, Automate, and Grow
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.
