Automate IUL inforce policy update work to grow Fast
We automate the IUL policy update ops workflows so your team can spend less time on manual work and more time serving clients, and growing the business.
Book a CallThe Monthly Ritual
Each month you log into each carrier portal and pull the inforce IUL policy data
Every statement period, the same grind: log into Allianz, log into National Life, find each policy, and hand-type the numbers into your portfolio before reviews. Hours of it — and one wrong cash value is a compliance problem, not a typo.
Each month multiple portals to pull data from
Each cycle you pull cash value, index credits, loan balances, and surrender values out of Allianz, Nationwide, and others to prepare client summary reports.
One wrong number = Damaged reputation
A bad index credit or loan balance can damage the reputation.
Unable to serve more clients
Your growth is limited by the number of people you can hire or train to manage this ops work.
The Fix
Automated IUL Policy Data Update
We connect to the provider portal, pull every inforce policy's data each month, and post it to your system in whatever form you need.
Data is pulled automatically from every provider
The AI agent logs in to the carrier portal and pulls the data.
No Human Error
Since the data is pulled using automation, there are no fat-fingered errors.
Growth unlocked
Now the ops work is handled, you can focus on growing your books.