Streamline the Sales Process
With data at its heart, Zinnia provides a powerful, flexible, and unified hybrid digital/advisor selling experience from origination to ongoing engagements and interactions.
Empower Advisors with the Modern Tools of the
Open›Advisor Experience
Origination
Deliver a modern omnichannel new business origination experience from Needs Analysis, through Quoter, eApp, and Policy Delivery.
Advisor Enablement
Enable advisors to better manage insurer onboarding, licensing, appointments, and commissions.
Data & Insights
Empower advisors with a dashboard of rich funnel analytics to improve conversion and placement rates while streamlining prospect and client management.
Open>Advisor
Expand Business Opportunities
Tools for advisors to sell life insurance and annuity products to consumers that include lead management, quoting, needs analysis, illustrations, and e-app.
