Asset-Map is a client communication tool that was created by financial professionals for financial professionals. The platform creates interactive visuals blending design thinking and personal finance to deepen client conversation. Asset-Map illustrates a client’s complete financial landscape in a simple, one-page snapshot with supporting Target-Map output that indicates how funded a client’s goals are. The platform prompts conversations for advisors so they can collect all of a client’s financial information in one place to not only visualize data in an engaging manner but also assists advisors in finding new opportunities to help their clients.
Assurance partners with insurance carriers and national distributors to provide next-generation digital sales and data acceleration platforms that make selling insurance simpler, more profitable & a better customer experience. Our sales and data acceleration platform, Ensight™, helps insurance carriers and distributors capitalize on internal and external data sources, build transformational digital business models and create new customer-centric digital journeys. The Ensight™ sales acceleration suite addresses the pain points of the life insurance sales journey, from interactive proposal visualization and real-time distribution analytics to intelligent quoting, AI-based product analysis and SalesForce™ integration.
EverQuote helps financial advisors grow their business by connecting them in real time with online consumers actively looking for financial and insurance products. We operate the leading online financial services and insurance marketplace in the U.S., attracting 7 million prospects per month. Our data and technology platform allows advisors, agents, and carriers to maximize their policies sold while providing great products and coverage to their new customers.