The Leading Life & LTC Platform for Financial Institutions
Satisfy Best Interest Requirements & Modernize the Insurance Planning Discussion
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Core features & Benefits
Enhance Fiduciary Product Benchmarking Analysis
Ensure all product comparisons for client planning are normalized on a like-for-like comparison basis with Ensight’s intelligent benchmarking capability.
Configurable Product Shelf & Illustration Rules
Configure Ensight’s product shelf for approved products within the Financial Institution and customize proprietary illustration rules to meet compliance sales requirements.
Unify Your Partner GA Service Experience
Create a common pre-sale service model, financial advisor experience, and client presentation across a network of supporting General Agencies and point of sale wholesalers.
Automate Case History Tracking for Books & Records
Ensure the entire pre-sale product quote and client presentation is digitally auditable for future Books & Records. Seamlessly integrate illustration & revision history with CRMs and Systems of Record.
Modernize The Financial Advisor-Client Insurance Discussion
Bring the insurance planning and product discussion in line with modern digital financial planning experiences and expectations. Train new advisors to sell in the most effective & compliant way.
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Discover how Ensight can transform your Life, Annuities and LTC sales potential with a personalized demo.
