Breathe
Hybrid distribution driven by advisors, consumers, or a combo of both, unleash the future of life insurance distribution. The best digital solution is the one that solves your business objectives. The modularity and flexibility of the Breathe Life Platform cater to this exact need. We provide insurers with a solution that can be used in part or in full. The Breathe Life Hybrid Distribution platform offers advisors a flexible and unified selling experience, gives carriers access to powerful data analytics, and provides consumers with a modern buying experience that creates trust and long-term loyalty. Leverage the most advanced eApp with a suite of cloud-based tools to manage leads, customers, and their life insurance applications, for advisor-driven, self-serve, or a hybrid of both. Breathe Life is a company started by a group of energetic founders who understand the value of life insurance and were determined to find a better way to distribute products.
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NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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iPipeline
iPipeline is an AI-powered software platform built for life insurance, annuities, and wealth management operations. The platform helps carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners simplify workflows from quote to commission. iPipeline uses artificial intelligence to automate processes, improve accuracy, accelerate decision-making, and reduce time to market. Its ecosystem connects businesses to a large data library, global users, insurance carrier customers, and distribution partners. CHARLi, iPipeline’s AI-powered engine, enhances products and workflows with intelligent, data-driven capabilities that learn and evolve over time. iPipeline helps financial services organizations work faster, connect operations, and support clients in securing stronger financial futures.
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Equisoft/manage
Off-the-shelf life, annuity & final expense insurance products are built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Complete support for bulk file transactions as well as portals for plan administrator and participant self-service. We've transformed clients with complex annuity products, and data migration in 6 months. No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff. Consistent product launches and ROI keep you focused on innovating ahead of the competition. Consolidate end-to-end management of your agency, commissions, compensation, and claims with our modular approach to policy administration system implementation.
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