All your in-force policies at a glance
See all your in-force policies in one dashboard, easily filter policies by renewal, urgency, exchange opportunities, and more.
All your clients in one place
Up-to-date data feeds refreshing your in-force policy data. You have access to your whole book in one place. All client profiles have a list of all of their in-force policies, cases, and a secure document source to make compliance easy - even generate a policy summary of all their in-force policies quickly.
Easy Insurance case creation
Easily create insurance cases with built-in rate integration from LifeGuide, or import carrier illustration spreadsheets directly. No matter if it is a term comparison or a complex whole life scenario - you can do it all.
Custom concepts
Quickly tailor any report with custom case concepts. Choose from a variety of templates in the Report Concept library dropdown to get presets like IFA, estate transfers or even term vs permanent cases.
Find more opportunities
Your in-force policy information is fed directly into Propel powered by LDA and will be analyzed for conversion and exchange opportunities. You’ll be directly notified when an opportunity is ready for you.
Dynamic Insurance reports
Quickly create and share insurance presentations with clients directly or by a digital link. Track engagement with built-in heatmaps and case markers to see when and where clients spend the most time on the report.
Insurance needs analysis
Integrated business and personal insurance needs analysis. Send to your clients or fill out together and present dynamically inside of their Insurance case report.
Custom LeadGen
Turn your website traffic into Insurance leads with the easy-to-install LeadGen widget. It will generate cases and notify you of all new leads.
