HawkSoft integrates with Rocket Referrals to Automate Maintaining Relationships with Insureds

Cision PR Newswire | August 05, 2020

Successful independent agencies know that their best source of new business is their existing clients. This is a philosophy shared between HawkSoft and Iowa-based Rocket Referrals, a leader in managing and automating communications with insureds. Today, both companies are excited to announce that the Rocket Referrals suite of communication automation tools integrates with HawkSoft's agency management system. Agencies that use both systems can automatically sync client and policy data from HawkSoft to Rocket Referrals. Rocket Referrals is kept up to date on policy changes, new customers, and other key changes that can affect triggers and rules set in their smart automation workflows.

Spotlight

A private health insurer to sell health insurance coverage that duplicates the benefits provided under this Act; or an employer to provide benefits for an employee, former employee, or the dependents of an employee or former employee that duplicate the benefits provided under this Act.

Spotlight

A private health insurer to sell health insurance coverage that duplicates the benefits provided under this Act; or an employer to provide benefits for an employee, former employee, or the dependents of an employee or former employee that duplicate the benefits provided under this Act.

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CORE INSURANCE

Ameritas announces whole life insurance product revisions

Ameritas | January 17, 2022

Ameritas has introduced enhancements to its whole life insurance products, creating additional options to help meet client needs while maintaining current product competitiveness. The four new whole life insurance products are Ameritas Access Whole Life, Ameritas Growth Whole Life, Ameritas Growth 10-Pay Whole life and Ameritas Value Plus Whole Life. The products are issued by Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. in New York and became effective Jan. 1. "We are excited about the reprice of the Ameritas whole life products, as the entire portfolio has been updated to include enhanced and consistent features,The purpose and performance of each product has been positioned to complement one another. Whether you're looking for early access to guaranteed cash value, long-term cash value accumulation or low cost guaranteed death benefit protection, Ameritas has strong options." -Craig Schommer, vice president, individual product development. Ameritas has introduced enhancements to its whole life insurance products The products were repriced to address the lower guaranteed contract rate and utilize a range of contract rates to accomplish different goals for each product. Ameritas Access Whole Life maintains strong early guaranteed cash value performance. A clear choice for clients seeking long-term accumulation, Ameritas Growth Whole Life. Ameritas Growth 10-Pay Whole Life offers improved long-term current cash value accumulation with a 10-year short pay. Ameritas Value Plus Whole Life is staying focused on low-cost death benefit protection while remaining competitive with other options available in the market. Additional features include a non-direct recognition for dividends when using variable loans, a more flexible funding range using the Flexible Paid-Up or Level Term riders and the Care4Life Accelerated Death Benefit Rider can now be used across all four whole life insurance products. About Ameritas Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management; and public finance. Securities offered through affiliate Ameritas Investment Company, LLC., member FINRA/SIPC and investment advisory services offered through affiliate Ameritas Advisory Services, LLC.

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INSURANCE TECHNOLOGY

Toyota Insurance Management Solutions Launches Toyota Auto Insurance

Toyota Insurance Management Solutions | December 13, 2021

Toyota Insurance Management Solutions has established its first branded product, Toyota Auto Insurance, designed to offer customers quality, customizable coverage at affordable rates. Toyota Auto Insurance is currently available in Arizona, Illinois, Indiana, Ohio and South Carolina, and will soon be offered in Georgia, Missouri, Tennessee and Texas. Future states will be added in the coming months. Toyota Auto Insurance customers receive best-in-class service and will benefit from more than 90 years of insurance insights, knowledge and award-winning claims support provided by Toggle, the underwriter, part of Farmers Insurance®, one of the nation's leading multiline insurer groups. Customers also receive exclusive "Toyotally Awesome" discounted pricing and Toyota Genuine Parts for repairs whenever possible. Toyota Auto Insurance works with Toyota Certified Collision Centers and Rent-a-Toyota programs to get customers back on the road as quickly as possible. The product seamlessly integrates with Toyota vehicle benefits such as Toyota Care Roadside Assistance, so customers won't pay for something their Toyota already provides. Toyota Auto Insurance is customizable based on how customers use their Toyota vehicle and their lifestyle, with a wide range of options including coverage for rideshare drivers or pet passengers. Non-Toyota vehicles in the customer's household can be covered as well. "We are excited to bring our flagship auto insurance product to market. With Toyota Auto Insurance, we can truly enhance the complete Toyota ownership experience for our customers, We look forward to expanding this product even further, including empowering Toyota owners to seamlessly use their driving data for additional insurance discounts." - Will Nicklas, chief operating officer of Toyota Insurance Management Solutions. The introduction of Toyota Auto Insurance marks yet another major milestone for Toyota Insurance Management Solutions, which launched in April 2016 to provide Toyota customers an easy way to compare and buy car insurance policies online. The full-service agency has since expanded to offer a variety of insurance products in addition to auto (including home, renters, recreational vehicle and pet insurance) and is well positioned to continue growing and transforming how people find and select insurance products. Toyota Auto Insurance is the latest addition to the company's increasing portfolio. About Toyota Insurance Management Solutions Toyota Insurance Management Solutions, including its affiliates Connected Analytic Services and Advanced Connectivity (collectively "TIMS"), is a joint venture between Aioi Nissay Dowa Insurance Services, USA, Toyota Financial Services International Corp., and Toyota Connected, USA. Toyota Insurance Management Solutions is an independent licensed insurance agency specializing in Property & Casualty insurance offerings, partnering with top insurance companies to allow customers to choose the best options for their needs. About Toggle® Toggle is a new kind of insurance company backed by the stability of Farmers®️, with over 90 years of experience delivering best in class service and claims. Founded in 2018, Toggle is reimagining the insurance industry by creating unique products and embedded experiences for today's modern consumers and brands. The company offers fully digital insurance solutions and provides customers and brand partners simple, affordable, and highly customizable products to fit their needs.

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ANNUITIES

Luma and Insurance Technologies Partner to Bring Annuities Solution

Luma Financial Technologies, Insurance Technologies | February 24, 2021

Luma Financial Technologies ("Luma"), a free, multi-issuer structured products and annuities platform, reported today that they have chosen Insurance Technologies, LLC, supplier of FireLight®, a multi-transporter start to finish insurance and retirement deals platform, as its most recent accomplice to bring their annuities solution, "Luma Annuities," to market. The Luma platform, which is sponsored by three of the world's biggest banks, was worked to improve on the structured item venture measure. After solidly setting up itself as the worldwide fintech market leader in the structured products space, Luma is currently presenting an unequaled annuities solution that gives improved customer worth and helps consultants in battling their customers retirement saving difficulties, which are being driven by increasing market unpredictability and a low interest rate climate. Luma Annuities is a turn-key annuity deals and lifecycle management solution that straightforwardly addresses the greatest difficulties confronting counselors selling annuities today. The solution works on all parts of getting the hang of, executing, arranging, and overseeing annuities for venture firms and guides, allowing them to unquestionably offer their customers a more extensive scope of income-generating products. “Our mission has always been to simplify product complexities and give advisors smart solutions that they can believe in,” said Jay Charles, Director of Annuities at Luma Financial Technologies. “By partnering with Insurance Technologies and leveraging the FireLight platform’s embedded API capabilities, we bring a seamless order entry experience to financial professionals around the world. It is through our scale that we’re able to provide advisors with this unmatched experience, allowing them to offer their clients a wider-range of solutions to potentially put them on a path to a more secure retirement.” The new solution offers best in class innovation modules that are worked by guides, for counselors. It was intended to offer top tier instructive substance just as highlight broad information across a merchant seller's whole annuity item rack so guides can look at rates, riders, and item includes. Additionally included are prescient investigation and transporter delineation includes that enable consultants to introduce the best, most secure item solutions to their customers. Independently, the solution additionally allows guides to track and screen the presentation of the products they sold through the Luma platform, just as products in their past book of business. By inserting the Insurance Technologies FireLight solution inside the Luma platform, clients get a durable deals insight, allowing them to oversee products and rules in one incorporated area. Since 1995, Insurance Technologies has been altering the insurance and financial services industry to enable financial experts and counsels to all the more likely serve their customers. Their solutions have for some time been executed inside industry-driving insurance transporters and wholesaler firms. “We’re extremely excited to partner with a company that is adding tremendous value to the annuity category at a time when Americans need guaranteed income options more than ever,” said Doug Massey, EVP of Sales and Relationship Management, Insurance Technologies. “The ability for Luma to utilize the FireLight sales platform to access e-application and illustration data demonstrates the power of FireLight to allow carriers to build product rules once and re-use anywhere, seamlessly offering products in various user interfaces and effective solutions such as Luma Annuities. The transparency, efficiency, objectivity, and easy-to-manage tools that Luma provides financial professionals are simply powerful. We look forward to working with them to enhance the annuity investment experience provided to their customers.” About Luma Financial Technologies Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side platform that helps financial teams more efficiently learn, create, order and manage market-linked investments such as structured products, structured annuities and more. Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients’ specific portfolio needs. About Insurance Technologies Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industries. Offering a suite of integrated sales solutions, from pre-sale functions to quoting and illustrations through e-application and e-delivery to post-sale services, Insurance Technologies provides carriers and distributors the sales capabilities and tools to create automated and cohesive sales experiences for their advisors and clients across all lines of insurance, retirement and investment products. The unique architecture and flexibility of its solutions deliver front and back-office configurability and usability to support multiple business strategies, encourage cross-channel growth and evolve with regulatory changes.

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