Equip your agents with modern technology that streamlines the day-to-day sales process and enhances the overall customer experience. Platform makes agents better and more efficient sellers.
Better tools for agents, better customer experiences
Don’t leave your agents at a disadvantage. Give them them the tools they need to free them to do what they do best — sell insurance and build lasting relationships with customers.
Core capabilities
With Platform, you're giving your agents the right tool to get the job done.
Enhanced experience
Create a unique customer experience using technology that bridges the gap between online and offline channels.
Omnichannel communication
Expand communication between agents and customers to include convenient interaction across all digital channels.
Digital workflows
Streamline the proposal process with electronic distribution and signing of documents. Enable customers to review quotes and bind on their own time using Platform’s elegant digital interface.
Agent distribution
Accurately attribute sales and distribute commissions to agents for driving new business outcomes.