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 the retirement plan.
Quote, compare, and place the case
Actual Ebix Meridian screens: the desk, the comparisons, and the order on its way to the carrier.
Insurance desk console
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 quoting and comparison
Rates and features across carriers in one comparison, driven by the client's actual needs analysis rather than a generic quote form.
- Side-by-side carrier and product comparison
- Illustration versions tracked with client-ready PDFs
Annuity comparison and proposals
Compare annuity products across carriers and generate a client-ready proposal that ties the recommendation back to the retirement income gap it fills.
Suitability assessment and documentation
Suitability questions adapt to the product and the client, and the justification is captured in the workflow rather than reconstructed at audit time.
Carrier-specific order entry
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 and funding
Track every case through settlement and funding, while the carrier console keeps carriers, the back office, and the advisor looking at the same status, with no chasing and no spreadsheets.
Carrier console
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 Ebix Meridian. Your firm gets the same platform under your own brand.