By line of business

Final expense & life

Final expense quotes include the plan's underwriting questions and a prescription check before you apply, and life products are quoted and filed on the same record.

What's included

Simplified issue, properly documented

Final expense quoting

Daily-benefit plans quoted side by side through CSG, with underwriting questions attached.

Prescription check

A medication lookup before the application, so a decline is caught early.

Life and annuities

Term, whole life, IUL and annuity quotes saved to the client with their source.

Beneficiary and policy detail

Beneficiaries, riders and policy status history on the record.

Commissions per policy

Advance, earn-back and chargeback handled by the commission engine.

One journey

Quote, apply, enroll, get paid

The journey view shows SOA, quote, enrollment, policy and commission in order, so an owner can see exactly where a case stands.

  • Quote saved against the client
  • Application through to effectuated
  • Policy status history
  • Commission accrual per policy

Modules that do the work

Quoting

Medicare Supplement, hospital indemnity, dental, vision and final expense quoted live through CSG Actuarial, saved to the client's record.

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Compliance

Scope of Appointment signed before the appointment, TCPA consent, Do-Not-Call, complaints and marketing review, with a compliance center that shows what's overdue today.

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Servicing & renewals

Service cases with SLAs, a renewal season workboard for AEP, OEP and birthday-rule windows, and at-risk alerts, tied to the client and policy.

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Communications

A browser softphone, a power dialer, two-way texting and email, with every conversation logged on the client's record.

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More By line of business

MedicareACA & individual healthDental, vision & hospital indemnity

See final expense & life in Kaffeine

A 30-minute walkthrough with your structure, your carriers and your data.