Insurix

Online Sales & Proposal Systems

Insurix sales and proposal solutions generate personalized sales presentations matched to client needs based on preferences, eligibility, and demographics. They also allow agents to interactively present customers with options that help automate the insurance sales process. By placing more information and analytical tools at the purchasing level, sales professionals can best illustrate the carriers’ value proposition across a wide range of purchasing factors.

Health ● Life ● Disability ● Vision ● Dental ● Voluntary

System Highlights

  • Side by Side Presentations
  • Census Upload Capability
  • Multi-line Presentations
  • Multiple Distribution options, Fax, Email, Print
  • Sales Management Reporting
  • Complete Proposal & Quote Tracking
  • Notes, Messaging and Alerts
  • Work Queue Assignment
  • End User Defined Quoting Profiles
  • Complete Audit Trail Capability
  • Integrated Underwriting Capabilities
  • Comprehensive Group Search
  • Work Flow Automation
  • Census and Group Management
  • Consumer Driven Product Support
  • Product Filtering by Plan Benefit
  • Multi-Line Presentations (Medical, Dental, Life, etc.)
  • Guided Selling
  • Campaign management
  • Prospect management
  • Supports Dual Option Products
  • Contact Management
  • Configurable Proposals
  • Benefit Summary Comparison and Analysis
  • Duplicate Group Search Capability
  • Quote Archival and Retrieval
  • Auto Generated Rate Grids
  • Assignable User Privileges and Access Rights
  • Preliminary to Final Quotations
  • Health Questionnaire Intake
  • Letter & Email Generation
  • Rate Up Rate Down Capability
  • Online Collateral Materials/Forms
  • Underwriting and RAF Override Privileges
  • Broker Assisted Selling
  • Benefit Summary Descriptions