The RSSA Program by NARSSA is a comprehensive training that equips financial professionals with in-depth knowledge of Social Security rules and claiming strategies, coupled with access to the RSSA Roadmap software for personalized analysis. Through self-study modules and a competency exam, advisors learn to optimize client benefits, integrate Social Security into retirement planning, and earn the RSSA designation, supported by ongoing education and resources.
Sales Leads - Quoting & Illustrations
Tapp Mobile Illustration is a field-ready quoting and illustration tool designed for simplicity, speed, and compliance. Whether in a call center or out in the field, licensed agents can produce accurate quotes and generate all required state-approved paperwork—without needing to connect to the internet. The tool is preloaded with company-specific actuarial logic, validated by your own actuaries, reducing cost and complexity.
Built for mobile-first environments, this solution is ideal for carriers looking to support agent distribution, especially when quick access and lightweight technology are key. It delivers consistent, printable output aligned to regulatory standards and is already approved in multiple states. In addition to mobile: desktop and web are supported. In force illustrations supported by web service.
Tapp’s Quoting Tools are designed to provide fast, penny-perfect quotes, even while disconnected from the internet. The quoting tools apps run on iPhone, iPad, Android, Websites, Windows, Mac OSX and Linux. The same quoting engine can be deployed as a web service to support eApps and other third parties using your quotes.
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.
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.
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.
BackNine Insurance and Financial Services Inc. provides a life insurance tool called Quote & Apply™, which offers instant quoting and seamless application from various devices. With a wide carrier network of 60+, there are no fees or minimum requirements. The tool uses AI to find the best product, offers real-time quoting for various policy types, and integrates with eSignature for a seamless customer experience.
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.
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.
eValuate
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!
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.
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.
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.
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.
AgentSync enables insurance carriers, agencies, and MGAs to deliver experiences producers love while ensuring growth and compliance never compete.
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.
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.
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.
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.
Illustrations
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.
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.
The Leads Warehouse specializes in providing high-quality leads for insurance agents and brokers. They offer leads in various verticals, including Medicare, and Final Expense. Whether you’re looking for aged leads, real-time leads, or click-to-call leads, they can connect you with interested consumers who have opted in for more information. Their leads are fully compliant and designed to yield above-average contact ratios and call times.
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.
L&A Exchange Solutions of Zinnia is a suite of powerful tools and solutions designed for the life insurance and annuities industry. These solutions, along with consulting expertise, empower carriers and distributors to improve efficiency, identify market opportunities, and mitigate risk.
ForeSight is an intuitive and responsive point-of-sale insurance illustration software solution for life and annuity products. It allows insurance professionals to produce accurate, compliant, and compelling sales illustrations, supporting diverse distribution channels and digital annuity sales. Whether you’re dealing with fixed, variable, or fixed-indexed annuities, ForeSight streamlines the sales process, maximizing opportunities and simplifying cross-selling.
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.
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.
Covr Financial Technologies is an insurtech company that simplifies insurance through digital platforms. They offer a suite of solutions for both consumers and financial advisors. Covr’s technology integrates seamlessly into financial institutions’ existing websites, allowing them to offer a broad range of life insurance options.
An Artificial Intelligence “Employee” that communicates with customers, prospects and leads automatically to help scale and streamline Marketing, Sales, and Customer Success.