Can you predict how much premium
you'll bring in this year?

Equip Yourself With Insights
Explore 5 Ways to Improve Your Placement Ratio

Here's how Advisors Excel increased their premium by $1.2M in 12 months...

  • They know when their case managers haven't touched the case in 4 days
  • They know when trending business begins to decline – so they can quickly investigate and take real-time action
  • They know what their real cycle time is with carriers
  • They know which 3 agents slowed their average cycle time down by 5 days last quarter

Advisors Excel can analyze life insurance annuity cases, quotes, and e-Apps – faster and easier – by integrating iPipeline’s InsureSight Data Factory, powered by data cloud company Snowflake, with their customer relationship management (CRM) system to obtain streamlined data.

Imagine what insights you could have with InsureSight…

GET IN TOUCH

Want more info? Join our upcoming webinar

FickelHeadshot
LibesmanHeadshot
KennedyHeadshot

Ryan Fickel
Chief Technology Officer,
Advisors Excel

David Libesman
VP of Data & Analytics,
iPipeline

Kieran Kennedy
Head of Data Marketplace, Snowflake

Emerging Data Trends Shaping Insurance and Wealth Management
Tuesday, June 28th | 4 p.m. ET

Hear from these industry experts as they discuss how digital processes can help you scale the data architecture marketplace to centralize your data in one place – and provide you with a 360-degree view of your customers while driving efficiencies and turning insights into wallet share.

REGISTER NOW

Can't make it? Register anyway and we will send you the recording.