“A One Stop Life, Health, and Annuity Resource.”

Sales Leads - Quoting & Illustrations

Sales Leads - Quoting & Illustrations

TruIQ™ Custom Models – Scores clicks, calls and leads across multiple channels and platforms based on your key performance indicators. It uses artificial intelligence, predictive analytics and robust datasets to produce custom models in days.

TruAudience™ Identity – Improve marketing and measurement outcomes with a robust, identity-powered view of your customers.

TruVision™ Life – Provides a credit-based insurance risk score predictive of mortality and lapse for use in life insurance underwriting.

TruContact™ Branded Call Display (BCD) – Enables enterprises to add context to phone calls to increase answer rates, improve customer engagement and protect their brand.

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.

Proforce Ledger 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.

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.

AgentSync enables insurance carriers, agencies, and MGAs to deliver experiences producers love while ensuring growth and compliance never compete.

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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.

Phonexa is a marketing automation solution which powers Carriers, Agents, and lead generators by optimizing inbound web and call campaigns, and outbound call, email, and SMS campaigns while increasing compliance and enhancing the consumer journey.

Complete with a suite of turnkey marketing products and solutions, Phonexa’s customizable tools are uniquely designed to maximize workflow efficiency and revenue. Phonexa has the scalability, tools, and partnerships to serve clients with high consumer demand products and services.

InsurAware™ is the first insurtech solution to complete the value chain fron lead generation to enrollment. We work with Agencies, insurance carriers, financial institutions, and financial advisors using state-of-the-art, multidimensional AI.
This technology allows them to identify who to call today and who to market to for tomorrow’s sales. In addition to our innovative iREPS dashboard, we offer a fast, transparent, and easy white-label quote to enroll platform with select digital carriers.

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.

Plum Life is on a mission to create the ideal life insurance experience where the confidence of working with an advisor the and convenience of buying online meet in one place. The company offers an agent only digital experience designed to simplify the entire process of selling life insurance from quoting to application and to issue. Designed especially for the life insurance industry, Plum Life’s integrated platform combines the capabilities of a modern technology company with the personal attention and service of an advisor.

Life Insurance Sustainability AnalyticsLISA – 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.

An Artificial Intelligence “Employee” that communicates with customers, prospects and leads automatically to help scale and streamline Marketing, Sales, and Customer Success.

Convert spreadsheets into ready-to-integrate APIs

Take your business logic from spreadsheets to APIs in seconds. Coherent Spark unlocks your business logic to create opportunities for revenue growth. With no-code APIs, business teams can more easily collaborate with IT to create value with internal systems, partners and new market opportunities. Coherent Spark transforms business logic into APIs that can integrate with virtually any platform.
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OneProtection is cloud based, subscription software platform designed for financial advisors and insurance professionals to help them better position and sell adequate DI coverage to their clients.

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Improving Risk Selection is a goal of all insurers and agencies. eValuate (eV) supports carrier-specific underwriting rules including multiple impairments, co-morbidities, debits and credits, temporary flat extras and other ‘secret-sauce’. It provides Agency workflow and the ability to review and quote multiple Carriers, including specific automated underwriting guidelines and impairment parameters!

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Trusty Select Pro: Give more clients ‍better service in less time

Trusty Select Pro is a complete, cloud-based health insurance quoting and enrollment platform that compares and evaluates all health Insurance plans nationally for thousands of beneficiaries at a time, creating greater, faster access for your clients’ healthcare choices and costs.


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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.


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Join the Revolution and Futureproof Your Agency

Originally built for and trusted by over 30,000 Financial Advisors, the Covr Pro digital insurance platform is now available to Independent Agents.

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Covr advisor digital platform is the easy way for financial advisors to meet their clients life insurance needs. The co-branded dashboard allows the advisor to easily select the needed product, whether is life, long term care or disability coverage. Compare the products and premiums and complete the process online in minutes. Cover’s virtual advise model allows financial advisor to better serve its clients anytime, anywhere.

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Covr Consumer provides a turnkey AI guide insurance platform for consumers of major financial brands. Covr offers a fast and personalized experience with a wide variety of products from leading insurance companies and Omni channel support, the Covr consumer is fully tagged and seamlessly integrates into a financial brand consumer experience, allowing Consumers buy insurance products from a name they trust. The consumer platform can be customized with the brand, logo and colors of each financial institution.


AdamsBridge Global is known for medical data annotation and providing high end resources for staff augmentation, managed services, captive, and semi-captive centers in the Insurance, Life Settlement, Trials and Real Estate verticals.


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Equisoft / illustrate

Quotes & Illustrations Made Easy


Powerful insurance illustration software that helps your advisors present like pros, because it does everything for them. Recognized by Celent as an industry leader in the 2020 life illustrations report.

Equisoft/illustrate is a flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and insurance illustrations.

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OPUS™ Illustrations

New Business & Inforce Life Insurance Solutions


Covering all life, critical illness, disability and annuity products, OPUS Illustrations provides the ability to produce quotes, comparisons, and  compliant illustration reports through a user-friendly interface that delivers quick calculations and reports every time, no matter the number of users. This enables informed decision making to elevate the agent and client experience, meanwhile offering carriers a range of benefits.

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Single-Entry Quoting

Interactive Presentations

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Insurance Illustration Support

eNoah’s illustration support service, led by an executive professional who understands your needs based on over 20 years of experience in the US life insurance industry, provides illustration support for Term Insurance, Whole Life Insurance, Universal Life Insurance, Disability Insurance, and Long Term Care. The number of reports generated per day depends on various factors, such as the number of scenarios requested and the kind of product, but turnaround time for the vast majority of illustrations is 24 hours. Almost 98% are completed during the same business day, and day-end orders are delivered before the start of the next business day. By leveraging our support, you can improve profitability, process efficiency, and cash flow while reducing cycle time and cost.

We typically support around both Basic/Regular and In-Force illustrations, but can also support supplemental and LIRP illustrations.

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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.

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ForeSight® Life and Annuity Illustration Software

Insurance Technologies ForeSight® aligns illustrations with the way insurance and retirement solutions are sold. ForeSight is an intuitive and responsive point-of-sale insurance illustration software solution that supports key aspects of the sales process for multiple lines of business and product types across diverse distribution channels. With robust rules and pre-built sales tools, ForeSight delivers a dynamic and guided sales illustration process, producing compliant and compelling illustrations for annuities, life, long-term care and more. Highlight your product differentiators and provide a clearer picture to prospective and existing policyholders with ForeSight.

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WinFlex Web Insurance Illustration Software

Ebix WinFlex Multi-Carrier Insurance Software is a web and desktop software system that provides standard entry for multiple life insurance carriers. Both the WinFlex and WinFlex Express interfaces allow users to run multiple carrier illustrations while only requiring them to learn one system.

  • Single System Simplicity and Power
  • ONE System Illustrates Many Carriers – Eliminate the frustration of learning each carrier’s software. Enter data once to produce a common format that illustrates many carriers.
  • Side-by-Side Comparisons – Compare multiple carriers/products in an easy-to-explain side-by-side presentation.
  • Advanced Sales Concepts – Illustrate the latest sales concepts including split dollar, deferred comp, and executive bonus.

Other Services

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