Sales and distribution
<p>Increase profitability and improve customer experiences with data and AI</p>
Learn more now
Optimize sales and distribution for growth
EXL helps insurers develop a life insurance sales system across channels including agents, brokers, financial advisors, and direct sales. We weave AI and data-led solutions across salesforce support and training, distribution partner relationship management, and customer service.
The result is more policies sold, more life insurance marketing automation applications driving efficiency, and more satisfied customers.
A data-led approach for sales and distribution
Engage more customer, improve agent effectiveness, create more value
Agent onboarding
<p>Set your agents up for success immediately. We help you leverage data and AI to guide agents to the optimal sales and customer engagement strategies.</p>
Agent licensing
<p>Navigate the complexities of agent licensing to ensure compliance with the appropriate regulations. We use our industry expertise and digital solutions to make it easy.</p>
Commissions
<p>Make agent commissions and maintenance simple while reducing administrative overhead. EXL provides the solutions and expert support you need for this goal.</p>
Renewals
<p>Transform your agency renewal processes with our solutions. We help you determine the best possible decisions using data and streamline processes with our AI-powered solutions.</p>
AI-powered life insurance sales solutions
Power strategic growth initiatives with our data and AI solutions.
Outcomes delivered
$500M
in incremental pipeline within first year of engagement
20%
incremental policy lift for voluntary products with zero net cost
15-20%
cycle time reduction
25-30%
productivity gains