Category: Case Studies

Protection providers know just how vital platform technology is to their continued success and growth objectives, but re-platforming can be perceived as a risk. There are often years of tech debt to unravel, which can  make a big bang launch unpalatable to some, who then look for another way. The best technology and the best

The Challenges Prior to implementing PreQuo Lead Gen, W Life Insure’s lead generation process was primarily tied to its mortgage business. This approach presented a significant limitation: protection products were offered mainly as an add-on to mortgage services, leaving the protection lead generation largely un-nurtured. One of the key challenges was the absence of an

Case Study Consumers are becoming ever more demanding when it comes to buying cover and managing their finances. They want to deal with providers when and how it’s convenient for them, and they expect any transactions to be simple and completed quickly. Deploying always-on digital services are no longer an option; they’re an expectation. More

InsureSight has provided Mortgage Intelligence with a platform to enhance its development offering to firms to springboard network growth and improve consumer outcomes. Click here to read the full story.    

SolutionBuilder has provided SimplyBiz members with a portal that will increase the sales of protection policies, improve client engagement, and enhance the sourcing of high-quality suitable products. Click here to read the full story.    

"Now We Know What's Slowing Us Down"- discoveries of an early adopting Carrier on InsureSight

The AlphaTrust e-Sign integration resulted in unexpected advantages for us.

Underwriting and policy delivery digitization removes barriers to purchasing with individuals put off by time-consuming and complex life insurance buying activities.

Being informed and knowledgeable are two key components of the business paradigm at Premier Brokerage.

Prudential's businss case for implementing DocFast revolved around speed, experience, scalability and flexibility.