Supporting increased activity
For over a century, the insurance sales model stayed the same: call 10 people, 3 may indicate interest, 1 agrees to proceed. We think it’s time for better math. Planning Partner helps agents increase meaningful activity with both prospects and existing clients—turning conversations into conversions, and more policies into protection for more families.
Meaningful engagement.
All it takes is an email. Send prospects a quick questionnaire to kickstart the conversation and boost activity right from the start.
with smart outreach.
Clients receive regular updates featuring your contact info and easy-to-use tools to keep them engaged and connected.
More conversions.
Consistent, thoughtful messaging builds trust over time—helping turn one-time inquiries into long-term client relationships.
Guiding families on coverage
Millions of Americans remain underinsured, despite understanding the importance of life insurance. While agents provide crucial advice, prospects often delay decisions or overlook their real needs.
We equip agents with personalized communication tools, timely reminders, and clear analysis—making it easier for clients to understand their coverage needs and take action.
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Delivering value to agents
Clients often hold multiple policies—group, individual, and from different carriers—which makes managing it all a challenge. Planning Partner provides agents and advisors the tools to organize, track, and analyze coverage needs.
Designed from decades of hands-on industry experience, our platform offers the clarity and control you need to provide better service and make smarter recommendations.
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Serving clients and prospects
The insurance industry is awash in complexity. Policy types, policy names, policy duration, etc. Planning partner seeks to provide clients a long-term platform (partner) to help simplify the management of their insurance portfolio. We see you, the agent, financial planner at the center of that relationship. Our goal is to support and enhance your long-term client and family relationships.
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