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Life Insurance Wizard® Features
The Life Insurance Wizard® takes the pain out of pre-sale life insurance documentation.
Life Needs Analysis
Identify the appropriate coverage amount for the customer.
Identify Insurance Types
Match customer needs with policy types that cover the duration of their needs.
Determine the Product Mix
Identify percentage of needs that are lifetime needs and the portion that can be covered by term products.
Reports
Life Insurance Wizard® reports summarize customer data, recommended products, and the rationale for the recommendation.
Charts and Graphs
Insurance needs and coverages are cleanly displayed with easy to read charts and graphs.
State Based Rules Questions
The Life Wizard® supports state specific rules and regulations.
Business Intelligence Engine
The Business Intelligence Engine helps agents identify appropriate insurance types and coverage amounts. The smart questionnaire confirms that the necessary client data is collected and analyzed for firm suitability requirements.
Help Me Select
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 are well-suited to the customer’s needs.
Want to learn more about Life Insurance Wizard®?
Schedule a personalized demo to see how the Life Insurance Wizard® can simplify your firm’s pre-sale life insurance documentation.