Origination Platform
Deliver a modern new business origination experience from Needs Analysis, through Quoter, eApp, and Policy Delivery
Quoter
- Get product recommendations based on client needs, algorithmic results, business rules, and objectives
- Build, adjust, and send a single, multi-product, or multi-insured quote
- Enable customers to easily select the quote that suits their needs
- Convert quote into an eApp without re-entering any information
- Improve conversion rates and placement ratio through the powerful AI built into the platform
Hybrid E-App
- Allow customers to start, edit, and complete life insurance applications either with the help of an advisor or independently
- Support multi-product, multi-insured, simple and complex underwriting capabilities
- Provide customers with pre-authorized debit, credit card, or pay-by-check payments options
- Offer eSignature and Wet Signature options
- Receive and send the application summary in PDF
Advisor Tools
- Leverage customized landing pages with a mobile first and responsive design
- Create, import, filter, and engage leads
- Track progress from prospect to customer
- Find your customers for upsell and cross sell opportunities
- Engage with prospects or clients remotely throughout the sales process
Data Dashboards
- Access out-of-the-box information that is secure and compliant with privacy and governance laws and regulations
- Get aggregated data from various sources to deliver a 360 degree view on the users
- Utilize marketing analytics and insights to understand customer segmentation, conversion rates, funnel optimization, and more
- Monitor performance with the Advisor view
- Get integrations with hundreds of destinations
Adapting to the digital era is both an imperative and an opportunity for insurers to reconnect with customers and build stronger long-term relationships. The insurance industry must embrace opportunities to innovate in meaningful ways that touch the consumer and impact the bottom line. This is among the many benefits that the Breathe Life digital distribution platform provides to leading carriers across North America
Sharon Ludlow, Former President & CEO, Swiss Re
-75%
Reduced time to new market
65%
Increase in velocity
45%
Increase in advisor adoption
