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Data tools for a year round growing season
no weeding required
A multi-Carrier, multi-Distributor platform that provides access & insights into your book of business
Access to in force data from multiple Carriers
Data driven sales & service opportunities
Single view of your Policy Owner
Admin Access (on-behalf-of)
Technology Hub into Carrier & Distributor apps & tools
Notifications
Document storage
Targeted content sharing
Direct messaging, broadcasts, group chat, e-mail & SMS
Activate Program
Activate Program
The ACTIVATE program provides you with access to in force data from multiple Carriers, the ability to view Policy Owners and policies and your current book of business as well as content, tools and features, from your Carrier and Distributor Partners.
In Force Policies
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Agent's book of business
(in force policies across multiple Carriers & Distributors) -
Multiple views and filters to sort, segment & interpret in force data
Distributor Profile
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Access to the Distributor profile including services offered, marketing material, product information, support services and links to Distributor websites
