It’s not Magic. It’s 40 Years of Digital Rate Books.

Gets Data

We can help retrieve inforce data, based on your advisor codes, without manual data entry. So you can stop typing and start automating.

Identifies

Our decades of rates, contracts, & illustrations find issues or opportunities instantly. Our database knows what’s in nearly every inforce contract.

Creates

Proactively get an email with a fully quoted and comprehensive policy opportunity review months or years before a deadline.

Automates

Increase sales to existing customers by 3 apps per month; review any inforce contract on a client’s behalf – even on the spot.

Instant Policy Audits and Presentations


Proactively receive fully quoted and comprehensive annual reviews months or years before deadlines. The reports that InforcePRO generates contain insightful information relating to the existing contract (from our contract knowledge base) complete with illustrations, comparisons, suggestions, and your personal branding. All reports can be individually tailored to meet a client’s specific need or preference – such as the desire to only quote a certain carrier, or up coverage to a certain amount – all via our intuitive online interface.

All reports can be individually tailored to meet a client’s specific need or preference – such as the desire to only quote a certain carrier, or up coverage to a certain amount – all via our intuitive online interface. Eliminate “presentation hesitation” – the tendency to delay potentially profitable policy reviews – because of the time investment.

A System with Insurance Intelligence


By combing through your book of business, our software draws on nearly 40 years of rate tables, contracts, and illustrations, to find issues and opportunities instantly. By looking at the issue date and product name, our life product database knows what’s in your inforce contracts.

It changes your policy reviews from reactive to proactive and saves you or your assistant the time of going back-and-forth with carriers. Whether it is an annual review for a current client, or a courtesy policy review for a prospective client, InforcePRO empowers you to offer valuable information in a fraction of the time.

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New Advisor

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Senior Advisor

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I'm an Agency

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