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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

Stage 5

New Business Underwriting,
Policy Administration,
Annuity Maintenance

SmartOffice: Used by thousands of agents, advisors, and agencies, SmartOffice is a cloud-based solution that provides both CRM and AMS tying together the diverse pieces of your business: people, process, and systems.

LEARN MORE

TPP: The Policy Processor (TPP) is an automated underwriting and policy processing solution (both life and annuities) for carriers.

LEARN MORE

 

6

eDelivery

Stage 5

New Business Underwriting,
Policy Administration,
Annuity Maintenance

SmartOffice: Used by thousands of agents, advisors, and agencies, SmartOffice is a cloud-based solution that provides both CRM and AMS tying together the diverse pieces of your business: people, process, and systems.

LEARN MORE

TPP: The Policy Processor (TPP) is an automated underwriting and policy processing solution (both life and annuities) for carriers.

LEARN MORE

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