The Leading Life & LTC Platform for Financial Institutions
Satisfy Best Interest Requirements & Modernize the Insurance Planning Discussion
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Testimonials
“Ensight is the only Life and LTC platform that has allowed us to implement normalized product benchmarking and integrated design rules across both internal sales operations and external partner GAs.”
Leading Financial Institution
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.