It’s not Magic. It’s 40 Years of Digital Rate Books.
We can help retrieve inforce data, based on your advisor codes, without manual data entry. So you can stop typing and start automating.
Our decades of rates, contracts, & illustrations find issues or opportunities instantly. Our database knows what’s in nearly every inforce contract.
Proactively get an email with a fully quoted and comprehensive policy opportunity review months or years before a deadline.
Increase sales to existing customers by 3 apps per month; review any inforce contract on a client’s behalf – even on the spot.