AGENTS & BROKERS

Canada

Economical Insurance launches new digital platform for brokers – Insurance Business, June 1, 2021.

Economical Insurance has launched a new version of its Vyne digital platform. Brokers will be able to instantly quote and bind P&C policies for SMEs.The platform features intuitive workflows for brokers.

United Kingdom

Standard Life launches new Adviser experience programme – Money Marketing, May 13, 2021.

The Adviser Experience Programme delivers a series of new features, advice solutions and technology enhancements designed to make it easier for advisers to support clients. The programme has four areas of focus: digital experience, client reporting and business intelligence, advice solutions and customer service infrastructure.  

United Kingdom

Anorak and Iress to provide regulated protection advice for mortgage brokers – Finextra, April 27, 2021.

Anorak has partnered with Iress to provide a cutting-edge protection advice platform to mortgage brokers. The Anorak for Advisers platform allows advisers to educate their clients on their protection needs. Products covered include life insurance, income protection and critical illness.

United States

FIG and SIMON launch fintech platform – Coverager, June 23, 2021.

The new platform integrates FIG’s national distribution capabilities for fixed index annuity, fixed annuity, life insurance, care planning, and disability income solutions with SIMON’s end-to-end digital suite of tools for structured investments and annuities. The platform allows the adviser to track annuity applications from start to finish and analyze annuity allocations.

United States

Family First Life Entourage launches New Agent Hub that helps train new Life Insurance Agents – Accesswire, June 22, 2021.

The launch of a New Agent Hub is designed to train new life insurance agents and teach them everything they need to know to be successful.  The Family First Life Training, which is taught by some of the top FFL agents. Topics will include how to adopt a positive mindset that will lead to success, phone scripts that new agents can use in their new career, how to handle objections, training on the various life insurance products that are available, and mortgage protection.

United States

MassMutual introduces first-ever, fully consolidated digital platform for financial investment and protection solutions with Advisor360° -- Press release, June 7, 2021.

The Advisor360 platform brings together financial protection and investment product portfolios. Advisors can now prepare fora client interview with a single click. Dashboards can be created to provide a simpler view of client’s progress toward their goals.

United States

Insurance Technologies announces IXN’s Agency Life Quoter embedded in the FireLight Sales Platform – Press release, May 4, 2021.

IXN’s Agency Life Quoter solution is now available directly within the FireLight Product Quoting solution, allowing life insurance producers and advisors to calculate needs quickly, run real-time quotes, filter products, compare product quotes and share quote details with their clients. With FireLight e-Application, producers and advisors can quote, complete an in-good-order application with e-Signature, and submit it directly to the carrier in one platform.

United States

BenefitMall launches integration with Horizon Blue Cross Blue Shield of New Jersey – PR Newswire, April 19, 2021.

BenefitMall, a provider of broker services, announces partnership with BCBSNJ to integrate Horizon submissions through its online platform. Group applications, employee elections and documents can now be directly submitted online, which allows brokers to enroll businesses to the carrier in a more efficient manner.