Proformex

Plum Life

This company provides a digital life insurance sales platform and management tools for independent insurance agents and financial advisors.

Optifino

This company develops an artificial intelligence platform for life insurance policy design and analytics for financial advisors and insurance agents.

Pathwork

This company develops software that automates policy sales, underwriting and commissions management for life and health insurance brokers and carriers.

Polymath Analytics

This firm develops data science software and proprietary datasets for life insurance companies to model mortality risk and capital requirements.

Afficiency

This company provides a digital platform for life insurance carriers and distributors to develop, underwrite and distribute life insurance products via API integrations.

PolicyBook

PolicyBook develops an insurance distribution platform providing digital tools for wealth management firms and financial advisors to sell and manage insurance products.

Zinnia

This company provides a technology platform for life and annuity insurance carriers and distributors to build, sell and administer their products.

Vigil

Vigil provides an API-driven data platform for annuity carriers and distributors to automate post-issue processing and digital servicing for agents and policyholders.