Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
The LifeGuide® Professional software is created without any connections to insurance sales or marketing organizations, ensuring complete independence from any such entities. Its main aim is to serve the insurance consumer with utmost objectivity, thoroughness, and professionalism. As a result, subscribers of LifeGuide® gain access to an expanding array of services, giving them a significant competitive advantage. This software encompasses a full spectrum of life insurance products. In Canada, no other independently developed software for life insurance research, comparison, and information offers as extensive a selection of products, companies, and in-depth research tools as the LifeGuide software provides to its users. The variety of offerings available within LifeGuide includes:
Description
Innovative technology designed to streamline post-sale support, offering a centralized and secure platform for managing and reporting all your life insurance and annuities information efficiently. This comprehensive system enhances ease of use while ensuring data integrity and accessibility.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CompuOffice Software
Founded
1989
Country
Canada
Website
www.compuoffice.com
Vendor Details
Company Name
Proformex
Founded
2016
Country
United States
Website
www.proformex.com
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
Yes
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
Yes
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
Yes
For Life Insurance
Yes
For Personal Insurance
Yes
Multi-State
No
Multiple Line Rating
Yes
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
Yes
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
No
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
Yes
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
No