Funnel is your all-in-one sales enablement platform, delivering a simplified, intuitive, and effective digital sales experience. Every component of an agent's workflow, from lead nurturing to product recommendations and quoting, is encompassed within Switchboard Funnel's single interface.

Funnel harnesses data-driven insights to provide agents with daily, actionable guidance on converting leads into appointments. With these proven strategies at your fingertips, engaging with clients has never been easier, empowering you to drive results effortlessly! 

Streamline your outreach with Funnel's optimized dialing system. Funnel’s solution, built to reduce clicks, simplifies lead engagement by tailoring the cadence and communication method, whether text or call, to each lead type to maximize your effectiveness. 

Speed up your sales cycle with the Rx lookup feature. Simplify client medical discovery by just inputting the Rx and our platform, integrated with the FDA's API, delivers accurate related conditions to guide clients toward providing accurate medical history.

Maximize the use of client information with available dynamic scripting. Funnel’s Integrated Qualifier Forms use dynamic scripts that instantly update with the client's information, which will position you as an expert during your sales calls.

Head over to the Switchboard Funnel page for more information and to get started.

Switchboard is a versatile platform designed to boost engagement and drive profitability for your business. Its features are tailored to streamline your workflow and enhance customer interactions.

With Switchboard, you have a centralized hub for all your leads and essential sales information. This includes features like HQ and OPT! Sync, Smart Lists for customizable lead organization, and cloud-based accessibility with low latency.

Outreach capabilities within Switchboard offer a multi-channel communication portal, providing personalized business phone numbers, outbound email services, click-to-call functionality for outbound phone calls, and the option to leave outbound voicemails.

Campaigns and Pipelines cater to all lead types, automating lead nurturing through vetted marketing campaigns. Whether it's Mortgage Protection, Final Expense, Term and Permanent Life, Advanced Markets or Recruiting, Switchboard implements industry best practices to help convert leads successfully.

Inbound Funnels manage incoming interactions such as calls, texts, and emails, with integrated lead nurturing to optimize customer engagement.

Appointment Scheduler and Reminders simplify scheduling with a personal calendar system, online booking capabilities, and time zone recognition. It integrates seamlessly with Outlook, Zoom, and Google, offering features like appointment reminders and rescheduling.

Additional features include a mobile application for on-the-go access, activation of training modules, integration of approved external vendor leads, access to in-depth articles, and robust support through live chat and a supportive community on Facebook.

Quility Navigator stands out as the premier platform tailored for licensed agents specializing in quoting and selling life insurance products. It offers a comprehensive solution, allowing agents to seamlessly navigate through the entire process from product selection and quoting to application submission, all within a single system.

Key features of Quility Navigator include exclusive access to Quility’s proprietary products, a best-fit product selector and quoter to match clients with the perfect-fit product, and a user-friendly interface for a straightforward selection experience.

Agents can work more efficiently by leveraging the platform's capabilities to identify the best digital policy for their clients, resulting in a smoother buying process and superior client experience. With a remarkable 90% likelihood of clients being approved for the applied-for policy, agents can confidently guide their clients through the insurance acquisition journey with minimal friction.

Quility Navigator Fact Sheet

Visit https://hq.quility.com/page/quility-navigator for more information.

Virtual Mentor is designed to help agents find the best-fit products for their clients quickly and easily in real-time. Acting as the digital product expert on your team, Virtual Mentor is there around the clock to provide instant information and guidance for agents in the field. This enables you to build your agency faster and free up your time

Head over to the Virtual Mentor page for more information and to get started.

Virtual Assistant serves as a comprehensive management dashboard designed to monitor key performance indicators, and provide detailed agent-level reporting. By utilizing Virtual Assistant, users gain access to a wealth of features including contract levels, lead history, conference registration, and much more.

The Lead Tracker feature enables managers to efficiently manage leads, ensuring lead optimization among team members. Meanwhile, the Analytics section of the agency dashboard offers valuable insights such as leaderboards, unique writer statistics, PPL (Pay-Per-Lead) metrics, profit index analysis, and more, empowering managers to make data-driven decisions.

Visit the Virtual Assistant page for more information.

Supercharge Your IUL Sales with Pathfinder! Compare traditional retirement plans to an Indexed Universal Life insurance policy (IUL) with this interactive, timeline-based comparison tool.

Pathfinder is your deal closer! This comparison tool makes it simple for your client to visualize qualified retirement plans (your client’s current retirement savings plan) vs. an IUL strategy. A “qualified” plan refers to any employer-sponsored plan that meets the requirements of the Internal Revenue Code, making it eligible for tax benefits. Pathfinder makes it clear to see the benefits of an IUL without confusing terminology and boring PDFs. The tool lays out all the details of the client’s current retirement plan and an IUL side by side, using the exact numbers from the illustration you uploaded.

In real-time, you and your client can toggle the age slider and watch the magic happen – visualizing their contributions, taxes, fees, and retirement income over the years. They'll see each year rolling by until the qualified plan is empty. As you change inputs for the qualified plan, you'll unveil the real-time effects. Show your client how a tax hike could throw a curveball into their retirement plan, and so much more. Consider Pathfinder your financial crystal ball!

Upload a PDF illustration into the system and let Pathfinder do the heavy lifting! It reads the PDF, grabs all the important data, and sets up a visual comparison between the client’s original retirement plan and their projected new plan using an IUL.

Visit the Pathfinder page for more information.