An intuitive engagement platform that enables all personas to have total transparency at any given time about the state of their policy. Zinnia Live enables real-time self-service capabilities while reducing operational costs.

AnnuityNet is the industry’s most widely used annuity order entry exchange, processing over 55% of the industry’s electronic volume.  The one-stop solution seamlessly connects manufacturers and distributors through a highly automated and digitized selling process.

LifeSpeed offers fast paperless insurance application processing through an exchange connecting a wide array of distribution channels — including producers, BGAs, IMOs, and brokers/dealers — with participating carriers.

WinFlex insurance illustration software enables agents to easily compare NAIC- and state-compliant illustrations for life insurance, disability insurance, and annuities products from dozens of carriers in one convenient system.

Designed specifically for carriers, The Policy Processor (TPP) is a leading new business and underwriting solution for life insurance and annuities products across all distribution channels.

An extension of our marketplace, Policygenius Pro offers access to third party distribution. The platform enables advisors to streamline client referrals. Policygenius Pro handles the entire fulfillment process from coverage recommendations to policy issuance while providing real-time case tracking and expert backend support.

Alongside robust technology for side-by-side comparisons of insurance and annuities quotes, VitalSales Suite provides reliable, up-to-date product and carrier data, powerful reporting tools, and time-saving features for agents.

Strategic transformation demands clear vision, proven methodology, and engaged stakeholders. Our advisory practice delivers comprehensive consulting solutions spanning strategic planning, operational excellence, and business process optimization, leveraging deep industry expertise to drive measurable outcomes and sustainable organizational change.

A sophisticated analytics solution powering insurance operations through voice analytics and market intelligence, AI Analytics combines call center optimization, market placement simulations, and AI-driven insights to enhance product development and pricing strategies while providing real-time trend analysis.

API Integrations enables seamless access to our comprehensive library of APIs, empowering you to build customized solutions aligned with your strategic objectives. By leveraging our robust integration capabilities, organizations can automate workflows and enhance their digital infrastructure with confidence.