Harnessing the Power
of Your Data

Business Builder is the one-stop, all-inclusive, digital business management hub designed to empower agency principals and financial professionals with full-service operational support, insights, real-time analytics, sales tools, and more so they can build their businesses.

Build Your Agency with the
Power of Business Builder

The names shown are fictitious and used for illustrative purposes only. Any likeness to real persons is purely coincidental.

Business Builder for Agencies

With the power of Business Builder, managing your agency and your downline has never been easier. Business Builder uses the power of real-time analytics to put valuable insights into your agency at your fingertips so you can make smarter, data-driven decisions. Plus, you’ll work with a dedicated case manager to assist you, your agents, and your internal staff.

  • View and track agency data
  • Generate a variety of customizable reports
  • Monitor and track business production of you and your producers
  • Examine trends across multiple carriers
  • Gain visibility into carrier contracts
  • View popular products
  • Monitor the status of submitted policies
  • Track pending requirements and automated carrier follow-ups
  • Customizable notifications
  • Uncover how long it takes business to issue

Agency Branded Portal for Your Producers

Give your producers access to Business Builder using a customized agency-branded portal so they can enjoy the following features and tools to increase production: 

  • Contracting  
  • E-Apps 
  • Library of agent and consumer-facing marketing materials 
  • Case design and illustration  
  • Compliance documents  
  • Case status updates  

Business Builder for
Financial Professionals

The Business Builder platform provides financial professionals with comprehensive sales tools so they can maximize efficiency, increase production, and monitor every aspect of their business within a single platform.

  • Track submitted and pending business with automated carrier follow-ups
  • View pending requirements and policy details
  • Examine trends across multiple carriers
  • Discover how long it takes policies to issue by carrier
  • Automatically scrub and submit applications through iGo
  • Stay in touch with clients by viewing upcoming contract anniversaries
  • Access easy to understand reports and metrics
  • Customize notification preferences
  • View data trends to uncover potential opportunities
  • Identify potential delays to get paid faster

Easily Manage
and Close More

Sales with Business Builder

The names shown are fictitious and used for illustrative purposes only. Any likeness to real persons is purely coincidental.

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