Empowering Advisors and Agents with Cutting-Edge Tools
At Assurance Ally, we provide advisors and agents with a comprehensive suite of technology solutions included. Most are provided for free with a minimum level of production. Each tool has been carefully selected to help you streamline your workflow, boost efficiency, and deliver unparalleled client experiences.
Annuities Genius
Simplify complex annuity comparisons with Annuities Genius. This platform provides detailed analysis and side-by-side comparisons, ensuring you can present transparent, data-driven recommendations that earn your clients' trust.
Ensight
Transform client life insurance presentations with Ensight’s interactive, visual tools. Bring policies and plans to life with engaging, easy-to-understand visualizations that simplify even the most complex concepts.
Firelight
Firelight is an E-App application for Annuities. We use this to simplify the application process. Firelight is one comprehensive end-to-end digital sales solution built for ease of use with carriers and consumers in mind. Lighten your workload and end messy, disjointed processes with our modern suite of connected sales activities in one platform.
iPipeline
iPipeline offers a comprehensive end-to-end suite of cloud-based software solutions for the life insurance, financial services, and pensions industries. Their solutions include quotes and illustrations, e-application, new business and underwriting, e-delivery, e-signature, data and analytics, and more.
OneProtection
OneProtection offers disability income presentation software for financial advisors and insurance professionals. It allows you to visually demonstrate the need for income protection to your clients like never before.
SmartOffice SmartView
SmartView for Advisors is the ultimate tool for financial advisors seeking to streamline processes, access real time pending case status and case manager notes. Our secure, intuitive platform provides 24/7 access to case statuses, underwriting updates, and more—helping advisors make informed decisions faster.
SureLC
This industry leading software allows you to enter all of your main information just ONCE and it will populate the contracting forms for all of the carriers you wish to represent.
Winflex Web
Easily create customized life insurance illustrations with Winflex Web. This dynamic tool helps you demonstrate the value of various products in a clear and compelling way, making it easier for clients to make informed decisions.
Assurance Ally:
A Trusted Partner for Advisors
Our technology tools are only the beginning. At Assurance Ally, we go beyond offering resources to ensure your success. With 30+ years of experience, a collaborative Virtual Family Office model, and unwavering dedication to your clients, we help you:
Enhance Client Outcomes
Present solutions backed by the industry’s best tools and guidance.
Save Time
Let us handle administrative tasks so you can focus on growing your firm.
Achieve Work-Life Balance
Partner with an IMO that truly supports you and your clients.
Unlike other IMOs, Assurance Ally prioritizes personalized support. We’re here to advocate for your clients as if they were our own.
See the Difference a True Partner Can Make
Join Assurance Ally today & experience technology & collaboration tailored to your success.
