AGENTS & BROKERS

Brazil

SulAmérica facilitates the contracting of individual life insurance. Apolice, September 15, 2021.

SulAmérica has just launched another innovative tool to boost the brokers' business in the life insurance segment. Contrata Fácil functionality is available in the Broker Portal. An e-commerce link is available to send to customers so that they can finalize the contracting of individual life insurance in a 100% digital way. (Text in Portuguese)

Philippines

FPG Insurance launches SIMONE, a new business tool for insurance agents. Manila Bulletin, July 9, 2021.

SIMONE is a powerful tool that automates and organizes insurance agent tasks. This innovation enables agents to do everything at the palm of their hand 24/7 anywhere.

United States

Ladder partners with Redtail Technology. Coverager, September 29, 2021.

The integration of Ladder technology to Redtail will enable advisors to more easily and efficiently to make decisions on what insurance their clients need. The Ladder technology includes the Ladder Quote Tool, the Ladder Insurance Calculator, and the Ladder Referral Portal

United States

Appalachian Underwriters introduces AUI Digital. Coverager, September 24, 2021.

The tool provides agents with the ability to search dozens of products across Life, Commercial, and Personal Lines. After logging in with their Appalachian login credentials, the agent will be bridged directly into the relevant market’s insurance application. Agents will then be able to submit, quote, bind, and/or pay for their business online, depending on that market’s capabilities.

United States

Introducing Plum Life - A new All-Digital Way for Advisors to sell life insurance. Business Wire, September 23, 2021.

The new digital platform aims to help advisors sell life insurance. The Plum Life portal gives advisors access to a suite of marketing tools, comprehensive reports, and dashboards to manage their business.

United States

Jackson launches enhanced Retirement Expense & Income Calculator. Business Wire, September 9, 2021.

The Retirement Expense and Income Calculator is a tool to help advisers manage their client’s retirement expenses. The tool features an income gap analysis and a Proposed Gap solution. The tool allows financial professionals to enter a few data points, including current income, retirement age and retirement state, and generate a custom client report that is personalized to their client’s needs.

United States

Anorak partners with Insurancez to boost customer experience. Life Insurance International, September 1, 2021.

Insurancez advisers will utilize Anorak’s “Anorak for Advisers” platform to help clients make financial decisions. The new quick-quote tool will deliver real-time quotes on demand, from across the breadth of the market, within seconds of submitting a quote request.

United States

Luma Financial Technologies Introduces Latest Annuity Feature: "Luma Compare". Business Wire, August 31, 2021.

The platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products for client use. Luma Compare is an annuity comparison tool. Advisers can instantly select and compare different annuity products.

Vietnam

Manulife Vietnam launches innovative new personal virtual assistant for agents. Vietnam Investment Review, July 23, 2021.

The new MaxX D mobile application offers an all-in-one digital solution that acts as a personal virtual assistant for agents. The app offers agents business data together with features such as activities planning and performance analytics.