Take the pain out of pre-sale life insurance documentation.
The Business Intelligence Engine helps agents identify appropriate insurance types and coverage amounts. The smart questionnaire ensures that the necessary client data is collected and analyzed for firm best interest requirements.
Using the “help me select” portion of the Life Insurance Wizard®, agents are guided through a selection process that matches insurance types (VUL, Fixed, UL, Term, etc.) with the needs of the customer. RightBRIDGE® can also identify an appropriate mix of lifetime needs and shorter-term needs that can be covered by term length products.
Once insurance types and the appropriate blend of lifetime and term insurance is identified, the Life Insurance Wizard® can help determine which specific policies best fit the customer’s needs.
The Life Insurance Wizard® takes the pain out of pre-sale life insurance documentation.
Identify the appropriate coverage amount for the customer.
Match customer needs with policy types that cover the duration of their needs.
Identify percentage of needs that are lifetime needs and the portion that can be covered by term products.
Life Insurance Wizard® reports summarize customer data, recommended products, and the rationale for the recommendation.
Insurance needs and coverages are cleanly displayed with easy to read charts and graphs.
The Life Wizard® supports state specific rules and regulations.