Today’s Sales Enablement Platform for Marketing Organizations
The leading financial and insurance marketing organizations use Ensight to transform sales.
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Core features & Benefits
Unify Your Agency Service Model
Create a common pre-sale service model, financial professional experience, and client presentation across a network of agencies and thousands of agents. Empower leadership with rich data insight into pre-sale activity across the agency network footprint.
Single-Entry Quoting & Intuitive Illustration Experiences
Ensight transforms the Permanent Life & LTC case design process by running multiple product illustrations on a normalized and simultaneous basis, delivering over 40% time savings. Provide advisors and new generations of agents with an intuitive, “easy to use” illustration experience for any Life and LTC product class.
Wholesaler & Advisor Sales Enablement
Provide internal and point-of-sale wholesalers with a visual, interactive policy presentation platform, enabling better advisor and client discussions. Train and empower financial professionals with interactive Sales Stories & digital sales playbooks from the leading Life & LTC carriers.
Modern Sales Concepts
Ensight sales concepts modernize the Life & LTC insurance planning discussion. Enable financial professionals with access to the leading concepts, such as “Life vs Taxable Asset”, “3 Ways To Fund”, “Tame the Bear”, and more. Configure proprietary custom concept experiences.
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.
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Discover how Ensight can transform your Life, Annuities and LTC sales potential with a personalized demo.
