OpenAdvisor

Improving the Way Advisors Interact with Today’s Consumers

The Zinnia OpenAdvisor Experience transforms how insurers and advisors work together and streamlines the selling, and servicing of consumers.

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
OpenAdvisor Experience

Origination

Deliver a modern omnichannel new business origination experience from Needs Analysis, through Quoter, eApp, and Policy Delivery.

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mantable

Advisor Enablement

Enable advisors to better manage insurer onboarding, licensing, appointments, and commissions.

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Data & Insights

Empower advisors with a dashboard of rich funnel analytics to improve conversion and placement rates while streamlining prospect and client management.

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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.