Agents and Brokers


Keal Technology launches new cloud-based InsurTech platform and InsurLink digital customer experience solution to Canadian brokers. Newswire, August 27, 2020.
InsurLink enables brokers to offer their customers real-time, self-service access to their insurance policy documents and data through a full-featured web portal, at the customer's convenience.


Mahindra's insurance arm set to foray into online broking. The Economic Times, September 8, 2020
The portal called PayBima will transform Mahindra’s broking services to a “phygital” model. The settlement of claims will be a critical part of this portal. The company is now building its life and health portfolio.

United States

Flex launches Bentegro benefits platform for brokers. PR Newswire, September 17, 2020.
Bentegro is a comprehensive online benefits platform that provides open enrollment for group health and group ancillary products. The platform is a one-stop shop and provides a seamless enrollment experience.

New York Life Investments launches data visualization platform for financial advisors. Business Wire, September 9, 2020.
The launch of Advisor Channel, a data visualization platform, offers financial advisors easily accessible and digestible educational material on critical capital markets and investment trends. The Advisor Channel infographics and charts help financial advisers at a glance evaluate and understand an emerging trend.

Great American Insurance group debuts accident and health insurance platform . Life Insurance International, September 2, 2020.
Pomi is a digital platform and website for accident and health (A&H) insurance. The platform has been customized for brokers selling A&H insurance to industries such as daycares, nonprofits, after-school activities, and camps.

Jackson launches digital experience for independent RIAs. Business Wire, August 27, 2020.
The new distribution digital experience is focused on independent Registered Investment Advisors (iRIAs) and their clients.
The new online portal will create a positive end-to-end experience for RIAs. The clients will be provided with access to a suite of fee-based annuity offerings with no commissions or withdrawal charges.

Signal Advisors launches first-ever platform to pay annuity commissions in one day. PR Newswire, August 4, 2020.
Signal is the first IMO in the industry to advance commissions ahead of carrier payments, ensuring financial advisors receive payment within hours. The platform ensures that annuity commissions get paid within one day.