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For carriers, fraternal societies, BGAs and IMOs

Take the silence out of underwriting.

Nothing about underwriting has to change. What changes is whether the client, the advisor and the home office can see it.

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Compliant communication, built in. Every client conversation stays on one supervised channel the firm owns. How we handle compliance
A life insurance application, from the client's side

The same journey. A very different experience.

TodayWaiting in the dark
1

Application submitted

Client completes paperwork with the advisor.

2

No visibility

Weeks pass with no updates.

3

Client calls

"Where is my policy?" The advisor checks the pending screen.

4

Unclear answer

A short underwriting note the advisor has to interpret.

5

Frustration builds

Client blames the advisor. The advisor blames the home office.

6

Repeat

Until the policy arrives, or the case goes unfinished.

With FinXOSLive tracking
1

Application submitted

Client gets a welcome and a clear map of what's ahead.

2

Live status

Every underwriting stage, in plain language.

3

Proactive updates

Notifications at each milestone, before anyone calls.

4

Requests answered

Missing forms requested and returned in the app.

5

Confidence grows

Delays are visible, and so is who's handling them.

6

Policy issued

Fewer unfinished cases. A client who tells friends.

When a client can't see a delay, the advisor takes the blame for it.
When a delay comes from a doctor's office, the client can see it. Everyone in the chain gets credit for transparency.
Click any stage

Application to policy issue, as the client sees it.

What changes

Outcomes for everyone in the chain.

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Clients and members

See where their application stands and what's needed from them, without calling anyone.

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Advisors and field reps

Get alerted when underwriting needs something, instead of checking the pending screen every day.

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Home office

Fewer "where's my case" contacts, fewer cases left unfinished when an advisor leaves, and a reputation for being easy to work with.

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Medical information stays protected. Exam results, records requests and underwriting questions move through a HIPAA-protected channel instead of email or personal text messages.
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Fraternal benefit society? Every label is yours to set: members instead of clients, certificates instead of policies, and your fraternal events and benefits in the same app.

Map your underwriting journey with us.

Bring your stages and your most common delays. We'll show you what members and clients would see at each one.

Talk to Our TeamWealth and planning journeys