Guided by a set of customizable user-friendly questions, empowers clients and prospects to understand their life insurance needs.
Simple yet comprehensive
Using a cascading question approach, a user can enter as much or as little information to generate a life insurance recommendation.
Secure and Private
ProNeeds is a secured cloud-based insurance need calculator designed to ensure that the privacy of the user’s information is protected.
Powerful yet easy
Business rules driven using a no code/low code configuration editor, the system’s flexible design results in easy customization. Real-time rules execution enables control of primary and cascading questions. ProNeeds can be deployed in both Agent and Direct-to-Consumer environments.
No customer or personal data shown.
Increases direct sales and lead generation
The ProNeeds calculator easily connects to your corporate website to allow consumers direct access to the tool. The ability for consumers to request more details allows for direct sales and lead generation.
Ready to go out of the box
Using an interactive story-board approach, ProNeeds is ready to go out of the box. Its flexibility also allows the questions and calculations to be modified to be consistent with other calculators that you currently have thus ensuring consistent messaging, calculations, and recommendations.
CORPORATE DATA ANALYTICS MODULE
Access powerful real-time graphs, charts and reports from the analytics dashboard. Learn what products are being illustrated and sold, what product features are trending and what client and product data the field is accessing.
Never miss a product launch again
Go from 0 to 100 in no time, we work with you to hit your product target goals.
2 - 4 weeks
Joint team reviews product documentation, establishes scope and project timeline.
2 - 3 months
Train your staff. Define your insurance plans. Design reports. Finalize technical rules.
3 - 6 months
Set up insurance plans. Develop custom interface and functionality. Implement reports. Testing. Release.
Continual improvement model: product change and functional enhancements.