We are an insurance technology and distribution platform transforming the industry with a paperless, data-driven underwriting process that issues policies in under a minute. We are a top distributor of digital life insurance policies globally, with an in-house marketing team generating exclusive client requests for advisors. We uniquely own both the technology platform and distribution channels, projecting over $250 million in premiums this year and valued at over $3 billion. Our vision is to create a frictionless experience for clients and provide cutting-edge tools to our advisors through technology and business systems. Our in-house marketing team generates approximately 20,000 new client requests weekly, exclusively for our advisors, using a data-driven approach to connect with motivated homeowners. Clients respond via online links, QR codes, or phone calls to request virtual appointments, eliminating cold calling. This effective system allows many advisors to earn over $120k in their first year, regardless of experience. As a client advisor, you will use our technology-driven CRM to connect with clients who have requested consultations, with automation setting virtual appointments from home or anywhere. The system sends calendar events with one-click links for virtual meetings. Full-time advisors typically connect with 10 to 15 families per week. We offer ongoing training and support, and advisors can start part-time before moving to full-time. Additionally, we provide a Direct-to-Consumer platform for independent insurance advisors, allowing clients to purchase policies online via desktop, laptop, tablet, or smartphone. Advisors earn commissions from these sales by driving traffic through social media, warm markets, or clients preferring self-service. Client advisors have access to real-time dashboards to track application statuses and the performance of their 24/7 storefront, empowering them with leading-edge systems and technology.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees