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Stages of Sales Journey
for Distributors

Choose a stage below to learn more.

1

Needs & Opportunities

2

Research & Quoting

Stage 2

Research & Quoting

VitalSales Suite: Over 9 million quotes run annually VitalSales Suite is an indispensable set of agent tools for product research and quick quotes. Integrate the tools into your agency website or subscribe from our site.
repository.

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3

Illustrations

4

eApplication & eSignature,
Direct to Consumer

5

New Business Underwriting,
Policy Administration,
Annuity Maintenance

6

eDelivery

Stage 2

Research & Quoting

VitalSales Suite: Over 9 million quotes run annually VitalSales Suite is an indispensable set of agent tools for product research and quick quotes. Integrate the tools into your agency website or subscribe from our site.
repository.

LEARN MORE

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