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Stages of Sales Journey
for Carriers

Choose a stage below to learn more.

1

Needs & Opportunities

2

Research & Quoting

3

Illustrations

Stage 3

Illustrations

WinFlex: WinFlex is a single standard interface by which agents can compare multiple products from over 40 carriers and then produce an NAIC and state-compliant illustration.

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4

eApplication & eSignature,
Direct to Consumer

5

New Business Underwriting,
Policy Administration,
Annuity Maintenance

6

eDelivery

Stage 3

Illustrations

WinFlex: WinFlex is a single standard interface by which agents can compare multiple products from over 40 carriers and then produce an NAIC and state-compliant illustration.

LEARN MORE

Ebix Consulting can help you through every stage
of the Digital Sales Journey.