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W.insurance

Management of new business and in-force policies for MGAs and National Accounts

MGAs and National Accounts have specific operational requirements. Our industry-inspired tool was conceived by MGAs, for MGAs, far exceeding the capabilities of mutual fund systems being used to simply track insurance policies. With built-in efficiencies like automated CITS data feed import and automated paramedical ordering, our end-to-end platform reduces costs.

Integration Availability

CITS feed data integration with sales CRM systems. Available workflow efficiencies through integration with the Winfund W.investment platform, including commissions via EFT.

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CLIEDIS CITS Feeds
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New Business Management
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Commissions Processing and EFT
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eDelivery of Detailed Reports
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Tasks Management

CLIEDIS CITS Feeds

  • Automated import of CLIEDIS CITS app notification (eApp)
  • Automated import of pending and book of business/Inforce feed information
  • Reallocation of resources from data entry to advisor service
  • Compliance- and marketing task-enabled
  • Automatic export and update of CITS data to sales CRM platforms

New Business and Task Management

  • New business via CITS feeds or data entry
  • Coverage entry, riders, beneficiary info, requirements and ordering
  • Requirements ordered in real time with automatic status updates
  • Follow up emails directly from the platform
  • Efficient workflow and wizard to manage tasks

Commissions Processing and EFT

  • End-to-end management
  • Reporting
  • Advisor Distribution via EFT
  • Consolidated Life Insurance and Investment Commissions

eDelivery of Detailed Reports

  • Generation and eDelivery of configurable reports
  • Insight and intelligence on all aspects of your business
  • Production, back-office efficiency, and advisor profitability
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what’s next for you

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Independent Insurance MGAs and National Accounts

Strengthen client relationships and grow business

Maximize marketing ROI, advisor productivity and operations with data-driven, customizable and integrated practice management solutions that support your business-building strategies. Explore our solutions for insurance firms.
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