The Techficient Dynamic Platform has revolutionized the way life insurance is issued. By leveraging advanced technology, it guides users through a straightforward protection process, yielding impressive results. The platform utilizes predictive data and modern underwriting to significantly increase placed business, making the process easier for everyone involved—clients, agents, agencies, and carriers.
“This is a process we can take pride in, one that will foster growth in our industry. The platform consistently delivers better outcomes. Clients receive accurate quotes, and policies are issued quickly as they applied. Agents, agencies, and carriers can place more business with less effort,” stated Todd Ruplinger, CEO of Techficient.
Dynamic employs predictive data and a pre-underwriting engine to recommend the best product fit, rather than simply quoting based on price. By providing transparent data directly to agents and advisors, Dynamic has increased paid business while reducing cycle time. The Dynamic Platform is a white-label solution that can be fully customized to meet each distributor’s unique requirements, including suitability, carrier and product customizations, and advanced case creation.
Ash Brokerage has transitioned to the Dynamic Platform and has experienced fantastic results. “Dynamic has changed how we view term insurance for the better. Our advisors and their clients are getting a better process while spending less effort on processing business. Our business results speak for themselves: Faster cycle times, industry leading placement rates and as such, more repeat business from our advisors due to the quality of the experience. Dynamic has transformed Ash Brokerage’s term business,” said Tim Ash, CEO of Ash Brokerage, an Integrity Company.
Dynamic utilizes carrier integrations to streamline the entire life insurance journey. Additionally, it offers proprietary fully digital instant-issue products catering to various distribution needs, including term insurance, whole-life final expense, and indexed universal life. Onboarding is straightforward for Carriers and Brokerage General Agencies (BGAs), and Independent Marketing Organizations (IMOs) can easily implement their version of Dynamic.
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