L&A Exchange Solutions

The industry standard for agency management, practice management, and enterprise CRM, SmartOffice offers insurance professionals comprehensive cloud solutions for marketing, customer service, reporting, compliance, and more.

The leading online exchange platform enabling distributors to fully automate the processing of annuities, AnnuityNet provides compliance workflow management and oversight along with suitability adjudication and reporting.

WinFlex insurance illustration software enables agents to easily compare NAIC- and state-compliant illustrations for life insurance, disability insurance, and annuities products from dozens of carriers in one convenient system.

LifeSpeed offers fast paperless insurance application processing through an exchange connecting a wide array of distribution channels — including producers, BGAs, IMOs, and brokers/dealers — with participating carriers.

Designed specifically for carriers, The Policy Processor (TPP) is a comprehensive new business and underwriting solution for life insurance and annuities products across all distribution channels.

With deep expertise in life insurance & annuities, the Consulting group assists clients in managing project risk, shortening time-to-market, and optimizing operations.

Alongside robust technology for side-by-side comparisons of insurance and annuities quotes, VitalSales provides reliable, up-to-date product and carrier data, powerful reporting tools, and time-saving features for agents.