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The Leading Life & LTC Platform for Financial Institutions

Satisfy Best Interest Requirements & Modernize the Insurance Planning Discussion

Intelligent Quote

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Core features & Benefits

Broker Dealers & Institutions

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.

Broker Dealers & Institutions
Broker Dealers & Institutions

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.

Broker Dealers & Institutions
Broker Dealers & Institutions

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.

Broker Dealers & Institutions
Broker Dealers & Institutions

Schedule a Demo

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

Broker Dealers & Institutions
Broker Dealers & Institutions

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