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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

National Distributors

Unify Your Agency Service Model

Create a common pre-sale service model, financial advisor experience, and client presentation across a network of General Agencies and point of sale wholesalers. Empower leadership with rich data insight into pre-sale activity across the GA 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.

National Distributors
National Distributors

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.

Sales Concept Modernization

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.

National Distributors
Ensight Data

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.

National Distributors
National Distributors

Schedule a Demo

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

National Distributors
National Distributors

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