As broker dealers start to sell more life and annuity business, it’s important to streamline every aspect, while making it easy for your advisors and keeping compliance happy. Electronic life policy and annuity contract delivery is critical to the success of broker dealers.
Don’t let your annuity or life order entry platform providers fool you into thinking they are the only choice for ePolicy. In fact, most won’t meet your business or compliance requirements.
expedite offers many benefits…here are just a few:
- Experience Working With Broker Dealers. IFS built its business on helping automate business processes for broker dealers like yours. In fact, in 2017, IFS processed more than 10 million transactions with its platform.
- Open APIs that can easily hook into your back office systems, CRM, books and records, imaging systems and more.
- Customize The Consumer Experience. Have your own consumer portal that incorporates your brand, not the insurance carriers.
- Meet Your Compliance Requirements. Easily automatically add your own compliance forms, disclaimers on client communications, and more, each and every time, to reduce audit risk.
- Manage Your Own Workflow. Need the advisor’s assistant or a manager in the mix? No problem--manage these as a one-off or automate this via our robust rules engine.
- Supports Your BGA Partners. Your BGA partners can easily be automatically integrated into the process so everyone is in the loop.
- FREE to Use. expedite is an insurance carrier sponsored solution. There’s no cost to you or your distributor partners to use it out-of-the-box.
*expedite is free to use out-of-the-box, which includes the rules and workflow engine use.