Life Insurance

Life Insurance Case Management

Take the complicated paperwork out of your hands with your Agent Dashboard. You now have this powerful tool to access life insurance case info, compare products, download all required forms, submit cases online, check the status of pending cases and any outstanding requirements…and so much more. We’re even setting you up with a proactive case manager for all your back office processing needs. Bottom line: consolidated access to life insurance cases, submit more premium and get paid faster.

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Our Simplicity Platform

Planning

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Messaging

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Prospecting

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Closing

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Getting Paid

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