Transform the
application process
Our hybrid e-app allows consumers to start, edit, and complete applications by themselves, with an advisor, or a combination of both. Applications can be saved and completed later.
Keep advisors in the know
With a 360º view, advisors can track progress from prospect to customer. The leads management dashboard allows advisors to review policy information and update billing and beneficiaries. Advisors can even receive appointment requests from prospects.
Improve conversion and placement
Increase application completion with our fast, intuitive e-app experience. Optimize the consumer journey based on data that enhances lead management, conversion rates, upselling, and cross-selling.
How it works
Product agnostic and easily configurable with robust data analytics, Hybrid Origination supports guaranteed issue to fully underwritten products.
Consumer Experience
Lead Capturing & Routing
Insurance Buyers
Quote and Sell
Advisors
Direct
Call Center
Other
e-App to Delivery
Connect and Manage
Policy Administration
Consumer Engagement
Policy Support
Data Analytics & Insight