New multi-carrier e-policy delivery platform now available!
DocFast is transforming how the entire industry works. With DocFast, you can now quickly
and securely deliver policies to your clients.
Whether you are completing a product sale or looking to educate, cross-sell and up-sell, DocFast enables agents and advisors to optimize business opportunity and improve the consumer
experience.
IUL Software now integrated with Minnesota Life illustration system
GREAT news! Securian Financial has launched a data feed from the Minnesota Life illustration system to our IUL Software Platform.
Your client’s Minnesota Life illustration data will now flow directly into your IUL software reports – no typing needed.
When you run a Minnesota Life illustration, you’ll have the option to export the illustration into your IUL software – Contact us to learn more!
2018 wrap up! Levinson Year in Review
The 2018 I-Pipeline results are in and I couldn’t be prouder or happier to be a part of the Levinson team after seeing the results for last year. To say we improved over 2017 is an understatement. According to I-Pipeline statistics for 2018, we were the #1 IMO in the entire country for agents who used I-Pipeline as a quoting tool. We were the #1 IMO in the country experiencing the highest growth percentage. We were the #4 IMO in the country submitting e-applications through I-Pipeline. And how impressive is it that Levinson & Associates had the highest percentage of growth in agent recruiting, including a 34% increase in total premium over 2017. Finally, Levinson was the #3 IMO in new contracts submitted. These results are amazing considering the growth in every category. And of course growth is the lifeblood of every organization, but we’ve never lost that family-owned feeling when our agents call for service, quotes, case status or advanced case design. So thank you to all of our 15,000 plus agents across the country….you made 2018 a year to remember for all of us, forever. At Levinson & Associates, we’re changing the life insurance and annuity landscape for the better each and every day.
Bill Levinson and the Levinson team