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Stages of Sales Journey
for Distributors

Choose a stage below to learn more.

1

Needs & Opportunities

2

Research & Quoting

3

Illustrations

4

eApplication & eSignature,
Direct to Consumer

5

New Business Underwriting,
Policy Administration,
Annuity Maintenance

6

eDelivery

Stage 6

eDelivery

DeliveryNow: eDelivery platform for both the insurance and financial services industry, DeliveryNow streamlines the processes of activating a policy—both for carriers and agents—and gets the policy to the consumer faster.

LEARN MORE

Stage 6

eDelivery

DeliveryNow: eDelivery platform for both the insurance and financial services industry, DeliveryNow streamlines the processes of activating a policy—both for carriers and agents—and gets the policy to the consumer faster.

LEARN MORE

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