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Breathe Life Needs Analysis & Quoter

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Overview

The first module in our platform is the Needs Analysis & Quoter. Whether driven by the Consumer, the Advisor, or a Hybrid of both - the client can get an understanding of their needs and get a quote for a recommended product and coverage.

Key Features

  • Get product recommendations based on client needs, algorithmic results, business rules, and objectives
    • General Needs Assessement
    • Financial Needs Analysis
    • Coverage recommendation calculator
    • Product recommendation engine
  • Build, adjust, and send a single, multi-product, or multi-insured quote
    • Adjust coverage in real-time
    • Premium for each product is shown
  • 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

Key Benefits

Implementation

  • Our platform is an easily implemented, turnkey solution that requires little resources from the carriers side.
  • From demo, to planning, to launching and onboarding advisors, we’re with you every step of the way and your dedicated Client Success Manager remains at your side throughout our partnership.

Security & Privacy

  • At Breathe Life security and privacy is integral to how we operate. Having successfully completed a SOC2 Type II audit we have put in place strict information security policies and procedures designed to meet relevant trust principles to protect our clients and their customers.

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