From identified gap to funded policy.
RIA-grade insurance and annuity advisory — multi-carrier quoting, illustrations, suitability, order entry, and settlement — flowing straight out of each client's needs analysis and back into their retirement plan.
Quote, compare, and place the case
Actual EbixMeridian screens — the desk, the comparisons, and the order on its way to the carrier.
An insurance desk console that runs the day
Every case, quote, and task on one console — so the insurance side of the practice moves with the same discipline as the planning side.
Multi-carrier life quotes, compared honestly
Rates and features across carriers in one comparison — driven by the client's actual needs analysis, not a generic quote form.
- Side-by-side carrier and product comparison
- Illustration versions tracked with client-ready PDFs
Annuity compare and proposal, ready for the client
Compare annuity products across carriers and generate a client-ready proposal that ties the recommendation back to the retirement income gap it fills.
Dynamic suitability, documented as you go
Suitability questions adapt to the product and the client — and the justification is captured in the workflow, not reconstructed at audit time.
A dynamic order entry engine, carrier by carrier
Applications assemble themselves from data already in the system — the order entry engine knows each carrier's requirements, so cases go out complete.
- Pre-filled from intake, analysis, and quotes
- Illustration versions attached with PDFs
Settlement, funding, and the carrier console
Track every case through settlement and funding, while the carrier console keeps carriers, the back office, and the advisor looking at the same status — no chasing, no spreadsheets.
One console for every carrier relationship
Carriers get their own governed view of the cases in flight — the same platform, the same data, and a faster path from submitted to in force.
Actual product screens, shown as configured for APMC Financial Group — an advisory firm running on EbixMeridian. Your firm gets the same platform under your own brand.