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Unlock Your Revenue Potential

Drive Sales Productivity

Ensight sales enablement solutions help insurance carriers and distributors drive increased productivity across the sales lifecycle and operational model, from delivering over 40% efficiency savings on the sales desk to transforming the sales effectiveness of financial professionals.

Ensight Sales Enablement

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Drive Sales Productivity

Sales desk productivity

Sales desk productivity is a critical revenue driver for every insurance carrier and distributor. Ensight streamlines the illustration quote process and empowers sales desk case collaboration, delivering over 40% time efficiency savings.

Single-entry quoting

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Modernize wholesaling & product marketing

Empowering wholesaling teams with sales enablement capabilities transforms every sales pipeline. Ensight Sales Stories (“digital sales playbooks”) streamline financial professional sales training, scale wholesaler expertise, enhance the client conversation and modernize digital product marketing. Real-time data insights into advisor and client case engagement help wholesalers identify and drive pre-sales prospecting and follow-up activity.

Create a better advisor experience

In the expanding world of financial services technology, today’s generation of financial professionals has new digital expectations for the life, annuity, and LTC sales experience. Ensight Sales Story presentations empower financial professionals with a modern intuitive illustration and sales concept experience, increasing product adoption, sales effectiveness and closing rate.

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By the Numbers

Carrier partners

All the leading Life and LTC insurance carriers, over 400 products, in one platform.

Illustrations annually

Our distribution partners run over 8 million Life and LTC illustration quotes a year, across every product class.

Financial professionals

Over 200,000 financial professionals engage with Ensight today, working through over 600 BGAs, IMOs, institutions, and agencies.

Sales Transformation & Distribution

01. Case design & quoting

Drive over 40% time efficiency savings for the internal sales desk, while unleashing new capacity for sales growth.

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02. Advisor experiences

Rapidly implement simplified quoting and interactive sales playbook experiences across any Life & LTC product class.

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03. Sales data and visibility

Rapidly implement simplified quoting and interactive sales playbook experiences across any Life & LTC product class.

Ensight Prospect Scoring

04. Auditability and best interest

Ensure the entire pre-sale case, product quote and client presentation is digitally auditable for future Books & Records.

Ensight Illustrations
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Schedule a Demo

Discover how Ensight can transform your Life, Annuities and LTC sales with a personalized demo.

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Who we help

Carriers

Drive wholesaler & agent digital sales enablement with interactive sales stories and playbooks.

National Distributors

Build a unified Perm Life & LTC sales experience for a network of GAs & thousands of agents.

BGAs

Streamline the Life & LTC case design illustration process for over 40% time savings.

Broker Dealers & Institutions

Satisfy Best Interest (BI) & enable a modern advisor insurance planning discussion.

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11455 El Camino Real Suite 140 San Diego, CA 92130

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