Imaginist supports faster insurance quoting by applying AI-driven intelligence throughout the submission-to-quote process. The platform can ingest submissions, validate and enrich risk information, identify missing data, evaluate opportunities against carrier appetite, surface exposures, support pricing, and assist with quote generation.

For agencies and brokers, Imaginist can also improve client risk information, identify coverage gaps, match opportunities to carrier appetite, and compare quotes and coverage side by side. This helps producers and account managers move business toward placement more efficiently and provide clients with faster answers.

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’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.

Ensight™ is the market-leading Life, Long-Term Care (LTC), and Annuity digital sales acceleration platform. It caters to insurance carriers, financial institutions, independent marketing organizations (IMOs), brokerage general agencies (BGAs), producer groups, and financial professionals.

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.

Illustrations is a SaaS-based solution that provides a fully integrated experience for generating insurance illustrations. It is the only SaaS-based illustrations solution that is mobile, has an integrated agent experience, offers direct access to distribution, and integrates with iGO e-App. Illustrations offers prospects the option to purchase a full illustrations suite or elect for a “wrapped” version (Illustrations Integrator). Supports comprehensive features, what-if scenarios, needs analysis and advanced sales concepts across all life and annuity product lines including UL, Index UL, Variable UL, Whole Life, Term, Fixed Annuities, Indexed Annuities, Variable Annuities, and Disability / Health lines.

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.