LifeMark Partners Selects Assurance's New Proposal Visualization Platform
Assurance Ensight™ To Provide Groundbreaking Digital Service Offering For LifeMark Partner Affiliates
BALTIMORE, Sept. 7, 2017 /PRNewswire/ -- LifeMark Partners, Inc., one of the nation's largest independent national insurance marketing organizations, today announced a partnership with Assurance, an InsurTech technology provider of cloud-based sales and data acceleration platforms for life and annuity products. LifeMark Partners is now offering Assurance's groundbreaking new SaaS-based service, Ensight™, to its partners to provide streamlined proposal visualization for permanent life products.
"Our partners have come to recognize LifeMark for our access to the most effective and innovative resources in the industry, and Assurance EnsightTM is a powerful addition to our line-up," said William Shelow, CLU®, ChFC®, CPCU®, LLIF, president and chief executive officer, LifeMark Partners. "This tool enables our partners and their agents the ability to instantly sort and identify the best life insurance product for each client's unique needs and priorities during their appointment process, which is a big step toward the transparency and service consumers today are after."
Several market and regulatory industry trends are now underway to drive new requirements within the customer experience and client engagement process for financial professionals. The new Department of Labor (DoL) regulation increases the importance of delivering and retaining product comparison proposals during the client recommendation process. Financial professionals are also meeting new consumer expectations and achieving greater workflow efficiency by moving many client presentations online, through Skype™, GoToMeeting™ and other virtual communications applications.
Assurance's new proposal visualization platform, Ensight™, is the first platform in the market to visualize permanent life products, based on seamless data integration with the Ebix WinFlex® illustration engine. Financial professionals can visually walk clients through policy design, comparison and recommendations in real time. Ensight™ enables a streamlined presentation workflow for the case designer and producer, while generating an interactive way to present the permanent life insurance suite in a consumer-friendly manner.
"LifeMark Partners is not only one of the largest independent national insurance marketing organizations in the United States, it is also one of the most forward-thinking. We are extremely thrilled to partner with the LifeMark Partners team and provide an exciting new digital service offering for LifeMark's affiliate BGAs," stated Bill Unrue, CEO of Assurance. "Today leading IMOs, agencies and producers are increasingly looking to technology to evolve their business. Ensight™ proposal visualization helps agencies streamline their back-office workflow and create an intuitive digital sales experience to meet the growing consumer demand for simplicity."
About Assurance
Assurance offers dynamic, connected, and mobile solutions across the insurance ecosystem that make selling insurance more profitable, compliant and a better customer experience. Our focus is on automating and enhancing digital distribution for insurance carriers and national distributors across four key areas – an intuitive customer journey, sales workflow automation, seamless compliance and data integration. Assurance's Ensight™ Proposal Visualization platform empowers agencies to effortlessly create vivid, compliant, and interactive proposals for permanent life. Ernest Rady is Assurance's principle investor and Chairman of the Board. Mr. Rady is also Chairman, President and Chief Executive Officer of American Assets; founder and Chairman of the Board of Insurance Company of the West (ICW); and Chairman of the Dean's Advisory Council of the Rady School of Management, UCSD. To learn more about Ensight™ proposal visualization and Assurance, visit www.assuranceapp.com or call 888.986.8157.
About LifeMark Partners, Inc.
LifeMark Partners exists to leverage partner, carrier and industry resources and expertise to enhance and expand life insurance distribution for the benefit of all stakeholders. As an independent insurance marketing organization, LifeMark is dedicated to the ongoing development and enhancement of BGA partner resources to help undeniably differentiate partner agencies from the competition. Affiliates benefit from some of the most robust service offerings in the market today, including expansive underwriting capabilities, advanced case design support, sales and product benchmarking tools, and turnkey sales and marketing systems. At its core, LifeMark Partners was founded as a study group more than 40 years ago and is celebrating more than 20 years as a leading IMO. This foundation provides a unique opportunity to form strategic alliances and share best practices for partners to grow their agencies together through regular training, networking and educational opportunities. With unparalleled partnership, expertise and access to these industry-leading resources, LifeMark Partners provides affiliates The strength of many. The power of one. To learn more about the qualifications necessary to become a LifeMark partner, visit www.LifeMarkPartners.com or call 410.837.3022.
MEDIA CONTACT:
Alana Kohl
AdvisorPR®
O: (702) 685-7450
C: (702) 466-4111
[email protected]
SOURCE LifeMark Partners, Inc.
Share this article