Ensight
AI-powered sales enablement platform for life insurance, annuities, and LTC illustration and quoting
Overview
Ensight is a sales enablement platform serving the life insurance, long-term care (LTC), and annuity industries. The platform features ENSI™, an AI-powered personal sales assistant that supports insurance agents, financial advisors, and internal case designers in generating proposals, quotes, and illustrations through text or voice prompts. The system processes over 7 million illustration quotes annually and supports more than 400 products across leading carriers.
The platform offers single-entry quoting, interactive sales playbooks (Sales Stories), and streamlines the case design process to deliver over 40% time efficiency savings for internal sales desks. Ensight serves carriers, broker-general agencies (BGAs), national distributors, and broker-dealers with solutions that provide real-time data insights into advisor engagement, digital auditability for books and records compliance, and modernized wholesaling capabilities. Over 200,000 financial professionals currently use the platform across 600+ BGAs, IMOs, institutions, and agencies.
Key Features
- + ENSI™ AI assistant for voice and text-based quote generation
- + Single-entry quoting across 400+ life, annuity, and LTC products
- + Sales Stories interactive digital sales playbooks for advisor training
- + Real-time visibility into advisor and client case engagement
- + Digital auditability for best interest compliance and books & records
- + Case design collaboration tools delivering 40%+ time savings