Simplisure Expands Digital Life Insurance Tools to Empower Financial Advisors and Clients
Simplisure today announced a major upgrade to its digital life insurance advisor platform, enabling financial advisors and their clients to quickly identify the right coverage levels tailored to individual circumstances. The enhanced advisor dashboard features a fresh new design and a robust educational resources tab, delivering a comprehensive suite of tools that support advisors throughout the insurance planning and application process.
Features and Benefits
- Accurate Needs Analysis Based on Real-World Data:
Simplisure’s new Needs Analysis tool leverages decades of life insurance data to recommend appropriate coverage and term length. It uses client-specific inputs like mortgage, debt, income, savings, childcare, and education expenses to provide dynamic, real-time analysis grounded in industry standards and advisor expertise. - Clear, Reportable Recommendations:
The tool generates a detailed, easy-to-understand report explaining coverage calculations and recommendations, which advisors can share with clients to clarify their insurance needs. - Integrated Quoting and Application Process:
Needs analysis seamlessly connects to Simplisure’s quoting engine, comparing pricing across top insurance carriers instantly. Advisors and clients can determine needs, review options, and initiate applications in one streamlined session. - Updated Advisor Dashboard with Educational Resources:
The refreshed dashboard simplifies client management and insurance workflow. Advisors have direct access to a fully integrated education library, helping clients make informed decisions through contextual resources embedded within the process. - Flexible Subscription Tiers:
Simplisure offers three subscription levels:- Advisor Basic: Unlimited quotes, detailed reports, and collaborator access for client support.
- Advisor Expert: Access to industry experts, proprietary knowledge base, client policy management, health scenario simulations, and upcoming AI analytics.
- Premium Enterprise Service: White-label platform and custom integration into existing tech infrastructures.
Expert Insights
Brack Baker, Simplisure co-founder, CFP®, CLU®, ChFC®, states,
“Our mission is to simplify life insurance and empower advisors with detailed, actionable analysis. Many clients and advisors lack clear coverage insight, and this tool addresses that gap, helping implement a critical piece of the financial plan.”
Caleb Baker, co-founder, adds,
“This new tool reflects our decades of experience and commitment to closing the life insurance gap. We want advisors to confidently meet client needs, securing their families’ long-term financial security.”
Simplisure’s expanded digital capabilities mark a significant step in making life insurance accessible, transparent, and manageable for financial advisors and their clients. By combining data-driven needs analysis with an intuitive interface and rich educational content, Simplisure empowers advisors to close the life insurance gap in financial plans effectively.
